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 | $150,284 | $106,515+41.1% | $96,683+55.4% | $139,434+7.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | -5.31% | 38.43%-43.7pp | 35.69%-41.0pp | 372.94%-378.3pp |
| Employer contribution / active EE | $2,704 | $4,103-34.1% | $3,737-27.7% | $4,751-43.1% |
| Participant deferral / active EE | $4,657 | $5,454-14.6% | $4,878-4.5% | $6,710-30.6% |
| Admin fee / account holder | $1,024 | $7,877-87.0% | $6,730-84.8% | $11,403-91.0% |