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 | $49,603 | $76,000-34.7% | $154,107-67.8% | $64,186-22.7% |
| Participation rate | 74.3% | 70.4%+3.9pp | 83.0%-8.8pp | 69.6%+4.7pp |
| Annual return | -10.03% | 30.32%-40.3pp | 735.12%-745.1pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,329 | $3,351-60.3% | $5,298-74.9% | $2,381-44.2% |
| Participant deferral / active EE | $4,170 | $3,175+31.3% | $5,081-17.9% | $3,470+20.2% |
| Admin fee / account holder | $1,986 | $5,596-64.5% | $13,411-85.2% | $4,888-59.4% |