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 | $155,979 | $162,781-4.2% | $133,956+16.4% | $158,922-1.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -2.28% | 41.94%-44.2pp | 45.09%-47.4pp | 302.83%-305.1pp |
| Employer contribution / active EE | $8,941 | $4,975+79.7% | $3,919+128.2% | $4,761+87.8% |
| Participant deferral / active EE | $8,185 | $5,911+38.5% | $5,048+62.1% | $5,982+36.8% |
| Admin fee / account holder | $1,483 | $11,736-87.4% | $8,927-83.4% | $11,246-86.8% |