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 | $105,528 | $64,707+63.1% | $112,228-6.0% | $68,494+54.1% |
| Participation rate | 72.5% | 67.2%+5.4pp | 75.1%-2.5pp | 67.9%+4.7pp |
| Annual return | -24.50% | -11.40%-13.1pp | 27.45%-51.9pp | -7.84%-16.7pp |
| Employer contribution / active EE | $2,301 | $2,746-16.2% | $3,635-36.7% | $2,596-11.4% |
| Participant deferral / active EE | $4,603 | $3,565+29.1% | $4,728-2.7% | $4,027+14.3% |
| Admin fee / account holder | $2,411 | $5,232-53.9% | $6,410-62.4% | $5,403-55.4% |