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 | $31,626 | $67,411-53.1% | $91,001-65.2% | $70,131-54.9% |
| Participation rate | 81.3% | 71.4%+9.9pp | 75.6%+5.6pp | 69.5%+11.7pp |
| Annual return | 9.79% | -40.16%+50.0pp | 4.60%+5.2pp | 73.14%-63.3pp |
| Employer contribution / active EE | $1,512 | $1,786-15.3% | $2,456-38.4% | $2,342-35.4% |
| Participant deferral / active EE | $7,206 | $2,823+155.3% | $3,547+103.1% | $3,332+116.3% |
| Admin fee / account holder | $5,995 | $4,236+41.5% | $5,417+10.7% | $4,645+29.0% |