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 | $242,096 | $167,307+44.7% | $143,757+68.4% | $134,475+80.0% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -30.53% | 0.46%-31.0pp | -0.04%-30.5pp | 417.96%-448.5pp |
| Employer contribution / active EE | $5,366 | $5,619-4.5% | $4,951+8.4% | $4,740+13.2% |
| Participant deferral / active EE | $6,863 | $6,446+6.5% | $5,637+21.7% | $6,400+7.2% |
| Admin fee / account holder | $158,600 | $18,088+776.8% | $14,673+980.9% | $11,426+1288.1% |