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 | $43,030 | $138,065-68.8% | $123,544-65.2% | $135,375-68.2% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -9.90% | 153.68%-163.6pp | 119.20%-129.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,821 | $5,151-45.2% | $4,628-39.0% | $4,779-41.0% |
| Participant deferral / active EE | $5,418 | $6,799-20.3% | $6,426-15.7% | $5,609-3.4% |
| Admin fee / account holder | $428 | $10,916-96.1% | $9,284-95.4% | $10,827-96.0% |