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 9-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 | $70,911 | $82,664-14.2% | $125,339-43.4% | $68,494+3.5% |
| Participation rate | 73.4% | 75.0%-1.6pp | 82.4%-8.9pp | 67.9%+5.5pp |
| Annual return | -21.68% | -5.97%-15.7pp | 572.05%-593.7pp | -7.84%-13.8pp |
| Employer contribution / active EE | $2,190 | $3,381-35.2% | $4,814-54.5% | $2,596-15.7% |
| Participant deferral / active EE | $6,124 | $6,110+0.2% | $7,446-17.8% | $4,027+52.1% |
| Admin fee / account holder | $2,879 | $6,275-54.1% | $10,010-71.2% | $5,403-46.7% |