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 | $44,123 | $85,202-48.2% | $172,739-74.5% | $72,985-39.5% |
| Participation rate | 92.0% | 70.1%+21.9pp | 82.6%+9.4pp | 69.5%+22.5pp |
| Annual return | -4.93% | 27.32%-32.2pp | 802.84%-807.8pp | 81.00%-85.9pp |
| Employer contribution / active EE | $3,998 | $3,324+20.3% | $5,143-22.3% | $2,440+63.8% |
| Participant deferral / active EE | $4,306 | $3,260+32.1% | $5,198-17.1% | $3,607+19.4% |
| Admin fee / account holder | $5,179 | $5,884-12.0% | $13,954-62.9% | $5,124+1.1% |