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 | $96,335 | $127,386-24.4% | $115,037-16.3% | $125,391-23.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -4.42% | 31.28%-35.7pp | 26.14%-30.6pp | 282.22%-286.6pp |
| Employer contribution / active EE | $2,252 | $5,166-56.4% | $4,608-51.1% | $4,866-53.7% |
| Participant deferral / active EE | $8,691 | $6,423+35.3% | $6,026+44.2% | $5,352+62.4% |
| Admin fee / account holder | $4,797 | $9,516-49.6% | $8,175-41.3% | $9,540-49.7% |