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 5-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 | $21,393 | $82,664-74.1% | $125,339-82.9% | $68,494-68.8% |
| Participation rate | 70.6% | 75.0%-4.5pp | 82.4%-11.8pp | 67.9%+2.7pp |
| Annual return | -21.86% | -5.97%-15.9pp | 572.05%-593.9pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,374 | $3,381-29.8% | $4,814-50.7% | $2,596-8.6% |
| Participant deferral / active EE | $4,346 | $6,110-28.9% | $7,446-41.6% | $4,027+7.9% |
| Admin fee / account holder | $339 | $6,275-94.6% | $10,010-96.6% | $5,403-93.7% |