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 | $58,684 | $180,449-67.5% | $154,107-61.9% | $135,375-56.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -10.13% | 888.09%-898.2pp | 735.12%-745.2pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,160 | $6,035-64.2% | $5,298-59.2% | $4,779-54.8% |
| Participant deferral / active EE | $5,326 | $5,806-8.3% | $5,081+4.8% | $5,609-5.0% |
| Admin fee / account holder | $480 | $16,143-97.0% | $13,411-96.4% | $10,827-95.6% |