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 | $140,977 | $64,707+117.9% | $112,228+25.6% | $68,494+105.8% |
| Participation rate | 79.4% | 67.2%+12.3pp | 75.1%+4.4pp | 67.9%+11.5pp |
| Annual return | -22.81% | -11.40%-11.4pp | 27.45%-50.3pp | -7.84%-15.0pp |
| Employer contribution / active EE | $3,678 | $2,746+34.0% | $3,635+1.2% | $2,596+41.7% |
| Participant deferral / active EE | $6,621 | $3,565+85.7% | $4,728+40.0% | $4,027+64.4% |
| Admin fee / account holder | $2,274 | $5,232-56.5% | $6,410-64.5% | $5,403-57.9% |