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 | $59,555 | $61,660-3.4% | $80,019-25.6% | $64,186-7.2% |
| Participation rate | 74.2% | 71.7%+2.5pp | 75.8%-1.6pp | 69.6%+4.6pp |
| Annual return | -9.05% | -0.33%-8.7pp | 11.22%-20.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $3,022 | $1,810+66.9% | $2,468+22.5% | $2,381+26.9% |
| Participant deferral / active EE | $5,238 | $2,968+76.5% | $3,686+42.1% | $3,470+51.0% |
| Admin fee / account holder | $4,113 | $5,417-24.1% | $6,521-36.9% | $4,888-15.9% |