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 7-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 | $92,674 | $167,307-44.6% | $143,757-35.5% | $134,475-31.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -30.95% | 0.46%-31.4pp | -0.04%-30.9pp | 417.96%-448.9pp |
| Employer contribution / active EE | $11,762 | $5,619+109.3% | $4,951+137.6% | $4,740+148.2% |
| Participant deferral / active EE | $8,726 | $6,446+35.4% | $5,637+54.8% | $6,400+36.4% |
| Admin fee / account holder | $389 | $18,088-97.9% | $14,673-97.4% | $11,426-96.6% |