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 | $170,671 | $197,825-13.7% | $155,790+9.6% | $125,391+36.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -8.01% | 86.74%-94.7pp | 71.54%-79.6pp | 282.22%-290.2pp |
| Employer contribution / active EE | $6,169 | $4,847+27.3% | $3,836+60.8% | $4,866+26.8% |
| Participant deferral / active EE | $6,554 | $5,630+16.4% | $4,797+36.6% | $5,352+22.5% |
| Admin fee / account holder | $770 | $9,545-91.9% | $7,478-89.7% | $9,540-91.9% |