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 | $74,598 | $115,770-35.6% | $101,248-26.3% | $158,922-53.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -23.43% | 56.14%-79.6pp | 46.47%-69.9pp | 302.83%-326.3pp |
| Employer contribution / active EE | $21,581 | $4,175+417.0% | $3,660+489.7% | $4,761+353.3% |
| Participant deferral / active EE | $5,720 | $4,957+15.4% | $4,370+30.9% | $5,982-4.4% |
| Admin fee / account holder | $12,189 | $7,245+68.2% | $5,945+105.0% | $11,246+8.4% |