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 | $85,052 | $176,056-51.7% | $159,436-46.7% | $167,490-49.2% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | -46.80% | 331.75%-378.5pp | 263.57%-310.4pp | 478.56%-525.4pp |
| Employer contribution / active EE | $3,776 | $5,297-28.7% | $4,829-21.8% | $4,837-21.9% |
| Participant deferral / active EE | $12,004 | $7,750+54.9% | $7,352+63.3% | $6,341+89.3% |
| Admin fee / account holder | $387 | $12,554-96.9% | $10,799-96.4% | $12,309-96.9% |