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 | $237,954 | $92,222+158.0% | $76,768+210.0% | $135,375+75.8% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -8.90% | 5.46%-14.4pp | 2.43%-11.3pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,670 | $3,216-48.1% | $2,485-32.8% | $4,779-65.0% |
| Participant deferral / active EE | $6,915 | $4,509+53.4% | $3,852+79.5% | $5,609+23.3% |
| Admin fee / account holder | $6,861 | $10,748-36.2% | $6,675+2.8% | $10,827-36.6% |