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 | $83,662 | $71,883+16.4% | $86,677-3.5% | $68,494+22.1% |
| Participation rate | 84.6% | 72.2%+12.4pp | 76.6%+8.0pp | 67.9%+16.7pp |
| Annual return | -19.36% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,030 | $2,173-6.6% | $2,836-28.4% | $2,596-21.8% |
| Participant deferral / active EE | $6,276 | $3,779+66.1% | $4,656+34.8% | $4,027+55.8% |
| Admin fee / account holder | $6,851 | $6,112+12.1% | $7,493-8.6% | $5,403+26.8% |