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 | $51,249 | $160,055-68.0% | $140,016-63.4% | $135,375-62.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -10.86% | 911.38%-922.2pp | 651.12%-662.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $4,054 | $6,420-36.9% | $5,606-27.7% | $4,779-15.2% |
| Participant deferral / active EE | $8,862 | $7,642+16.0% | $6,927+27.9% | $5,609+58.0% |
| Admin fee / account holder | $766 | $13,328-94.3% | $10,705-92.8% | $10,827-92.9% |