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 9-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 | $95,238 | $100,754-5.5% | $86,677+9.9% | $134,475-29.2% |
| Participation rate | 85.0% | 78.9%+6.1pp | 76.6%+8.4pp | 81.2%+3.8pp |
| Annual return | -20.47% | 29.04%-49.5pp | 35.91%-56.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,116 | $3,489-10.7% | $2,836+9.8% | $4,740-34.3% |
| Participant deferral / active EE | $8,010 | $5,338+50.1% | $4,656+72.0% | $6,400+25.2% |
| Admin fee / account holder | $4,589 | $10,926-58.0% | $7,493-38.8% | $11,426-59.8% |