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 | $28,251 | $135,635-79.2% | $110,238-74.4% | $135,375-79.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -9.66% | 513.19%-522.8pp | 314.74%-324.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,134 | $4,906-36.1% | $3,826-18.1% | $4,779-34.4% |
| Participant deferral / active EE | $4,710 | $5,506-14.5% | $4,672+0.8% | $5,609-16.0% |
| Admin fee / account holder | $1,939 | $11,457-83.1% | $8,547-77.3% | $10,827-82.1% |