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 | $92,788 | $50,958+82.1% | $74,550+24.5% | $64,186+44.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -9.91% | -1.86%-8.1pp | 32.53%-42.4pp | 7.63%-17.5pp |
| Employer contribution / active EE | $2,050 | $1,115+83.8% | $1,961+4.6% | $2,381-13.9% |
| Participant deferral / active EE | $4,902 | $2,301+113.0% | $3,108+57.7% | $3,470+41.3% |
| Admin fee / account holder | $1,012 | $4,223-76.0% | $5,060-80.0% | $4,888-79.3% |