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 | $172,729 | $127,386+35.6% | $115,037+50.2% | $125,391+37.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -3.98% | 31.28%-35.3pp | 26.14%-30.1pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,093 | $5,166-78.8% | $4,608-76.3% | $4,866-77.5% |
| Participant deferral / active EE | $12,394 | $6,423+93.0% | $6,026+105.7% | $5,352+131.6% |
| Admin fee / account holder | $1,731 | $9,516-81.8% | $8,175-78.8% | $9,540-81.9% |