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 | $61,836 | $91,538-32.4% | $129,995-52.4% | $75,163-17.7% |
| Participation rate | 75.0% | 71.4%+3.6pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 11.09% | -631.11%+642.2pp | -137.18%+148.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $1,390 | $2,845-51.2% | $4,320-67.8% | $2,670-48.0% |
| Participant deferral / active EE | $2,558 | $4,341-41.1% | $5,820-56.1% | $4,125-38.0% |
| Admin fee / account holder | $6,466 | $6,790-4.8% | $10,614-39.1% | $5,651+14.4% |