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 | $106,069 | $106,543-0.4% | $91,220+16.3% | $134,475-21.1% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -23.50% | 160.60%-184.1pp | 114.01%-137.5pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,201 | $3,331-63.9% | $2,850-57.8% | $4,740-74.7% |
| Participant deferral / active EE | $1,663 | $4,719-64.8% | $4,234-60.7% | $6,400-74.0% |
| Admin fee / account holder | $9,631 | $6,231+54.6% | $5,420+77.7% | $11,426-15.7% |