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 | $95,509 | $110,261-13.4% | $95,745-0.2% | $139,434-31.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -19.69% | 27.11%-46.8pp | 28.35%-48.0pp | 372.94%-392.6pp |
| Employer contribution / active EE | $3,457 | $3,257+6.1% | $2,835+21.9% | $4,751-27.2% |
| Participant deferral / active EE | $7,404 | $4,676+58.3% | $4,245+74.4% | $6,710+10.3% |
| Admin fee / account holder | $2,477 | $6,613-62.6% | $5,678-56.4% | $11,403-78.3% |