See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,956 | $167,307-5.0% | $143,757+10.6% | $134,475+18.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -34.46% | 0.46%-34.9pp | -0.04%-34.4pp | 417.96%-452.4pp |
| Employer contribution / active EE | $1,985 | $5,619-64.7% | $4,951-59.9% | $4,740-58.1% |
| Participant deferral / active EE | $11,548 | $6,446+79.2% | $5,637+104.9% | $6,400+80.4% |
| Admin fee / account holder | $20,356 | $18,088+12.5% | $14,673+38.7% | $11,426+78.2% |