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 | $44,185 | $180,449-75.5% | $154,107-71.3% | $135,375-67.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -12.13% | 888.09%-900.2pp | 735.12%-747.2pp | 519.73%-531.9pp |
| Employer contribution / active EE | $2,623 | $6,035-56.5% | $5,298-50.5% | $4,779-45.1% |
| Participant deferral / active EE | $3,654 | $5,806-37.1% | $5,081-28.1% | $5,609-34.9% |
| Admin fee / account holder | $573 | $16,143-96.5% | $13,411-95.7% | $10,827-94.7% |