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 | $53,077 | $76,000-30.2% | $154,107-65.6% | $64,186-17.3% |
| Participation rate | 85.3% | 70.4%+14.9pp | 83.0%+2.3pp | 69.6%+15.7pp |
| Annual return | -9.62% | 30.32%-39.9pp | 735.12%-744.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $2,332 | $3,351-30.4% | $5,298-56.0% | $2,381-2.0% |
| Participant deferral / active EE | $16,777 | $3,175+428.4% | $5,081+230.2% | $3,470+383.6% |
| Admin fee / account holder | $832 | $5,596-85.1% | $13,411-93.8% | $4,888-83.0% |