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 | $49,842 | $167,484-70.2% | $151,611-67.1% | $134,475-62.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.32% | 7.80%-34.1pp | 3.33%-29.7pp | 417.96%-444.3pp |
| Employer contribution / active EE | $5,049 | $6,829-26.1% | $6,166-18.1% | $4,740+6.5% |
| Participant deferral / active EE | $13,189 | $8,986+46.8% | $8,363+57.7% | $6,400+106.1% |
| Admin fee / account holder | $383 | $13,783-97.2% | $11,616-96.7% | $11,426-96.7% |