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 | $29,548 | $107,791-72.6% | $90,645-67.4% | $135,375-78.2% |
| Participation rate | 88.9% | 78.0%+10.8pp | 74.0%+14.9pp | 82.6%+6.2pp |
| Annual return | -11.30% | -0.90%-10.4pp | 1.88%-13.2pp | 519.73%-531.0pp |
| Employer contribution / active EE | $3,081 | $3,018+2.1% | $2,532+21.7% | $4,779-35.5% |
| Participant deferral / active EE | $5,974 | $3,872+54.3% | $3,425+74.4% | $5,609+6.5% |
| Admin fee / account holder | $404 | $5,930-93.2% | $4,994-91.9% | $10,827-96.3% |