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 | $100,625 | $180,449-44.2% | $154,107-34.7% | $135,375-25.7% |
| Participation rate | 88.2% | 87.4%+0.8pp | 83.0%+5.2pp | 82.6%+5.6pp |
| Annual return | -9.35% | 888.09%-897.4pp | 735.12%-744.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,353 | $6,035-61.0% | $5,298-55.6% | $4,779-50.8% |
| Participant deferral / active EE | $4,054 | $5,806-30.2% | $5,081-20.2% | $5,609-27.7% |
| Admin fee / account holder | $860 | $16,143-94.7% | $13,411-93.6% | $10,827-92.1% |