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 | $79,149 | $52,681+50.2% | $75,781+4.4% | $59,632+32.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.17% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $2,980 | $2,193+35.9% | $3,323-10.3% | $2,203+35.3% |
| Participant deferral / active EE | $4,057 | $2,591+56.6% | $3,651+11.1% | $3,192+27.1% |
| Admin fee / account holder | $2,132 | $3,610-40.9% | $5,299-59.8% | $4,297-50.4% |