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 | $39,973 | $140,588-71.6% | $123,104-67.5% | $125,391-68.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.52% | 16.80%-21.3pp | 13.22%-17.7pp | 282.22%-286.7pp |
| Employer contribution / active EE | $3,383 | $6,041-44.0% | $5,151-34.3% | $4,866-30.5% |
| Participant deferral / active EE | $11,465 | $6,980+64.2% | $6,230+84.0% | $5,352+114.2% |
| Admin fee / account holder | $313 | $11,198-97.2% | $9,015-96.5% | $9,540-96.7% |