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 | $80,217 | $82,664-3.0% | $125,339-36.0% | $68,494+17.1% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -22.10% | -5.97%-16.1pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,780 | $3,381-17.8% | $4,814-42.2% | $2,596+7.1% |
| Participant deferral / active EE | $7,827 | $6,110+28.1% | $7,446+5.1% | $4,027+94.4% |
| Admin fee / account holder | $17,669 | $6,275+181.6% | $10,010+76.5% | $5,403+227.0% |