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 | $87,666 | $129,942-32.5% | $104,294-15.9% | $134,475-34.8% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -21.34% | 42.03%-63.4pp | 24.61%-46.0pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,262 | $4,184-22.0% | $3,372-3.2% | $4,740-31.2% |
| Participant deferral / active EE | $7,403 | $5,588+32.5% | $4,625+60.1% | $6,400+15.7% |
| Admin fee / account holder | $1,215 | $9,323-87.0% | $7,339-83.4% | $11,426-89.4% |