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 6-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 | $214,972 | $165,335+30.0% | $149,696+43.6% | $158,922+35.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -8.33% | 348.15%-356.5pp | 276.60%-284.9pp | 302.83%-311.2pp |
| Employer contribution / active EE | $24,155 | $5,103+373.4% | $4,644+420.1% | $4,761+407.3% |
| Participant deferral / active EE | $8,114 | $7,181+13.0% | $6,842+18.6% | $5,982+35.6% |
| Admin fee / account holder | $24,337 | $10,807+125.2% | $9,309+161.4% | $11,246+116.4% |