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 | $41,956 | $81,900-48.8% | $119,609-64.9% | $68,494-38.7% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -22.45% | -23.82%+1.4pp | -14.97%-7.5pp | -7.84%-14.6pp |
| Employer contribution / active EE | $3,739 | $2,693+38.8% | $4,232-11.7% | $2,596+44.0% |
| Participant deferral / active EE | $4,303 | $4,148+3.8% | $5,602-23.2% | $4,027+6.9% |
| Admin fee / account holder | $4,931 | $6,582-25.1% | $10,323-52.2% | $5,403-8.7% |