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 | $137,027 | $82,664+65.8% | $125,339+9.3% | $68,494+100.1% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -22.90% | -5.97%-16.9pp | 572.05%-595.0pp | -7.84%-15.1pp |
| Employer contribution / active EE | $1,118 | $3,381-66.9% | $4,814-76.8% | $2,596-56.9% |
| Participant deferral / active EE | $11,587 | $6,110+89.6% | $7,446+55.6% | $4,027+187.7% |
| Admin fee / account holder | $1,129 | $6,275-82.0% | $10,010-88.7% | $5,403-79.1% |