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 | $75,533 | $62,586+20.7% | $76,768-1.6% | $64,186+17.7% |
| Participation rate | 80.8% | 72.8%+8.0pp | 77.0%+3.8pp | 69.6%+11.2pp |
| Annual return | -8.18% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $691 | $1,832-62.3% | $2,485-72.2% | $2,381-71.0% |
| Participant deferral / active EE | $4,181 | $3,145+32.9% | $3,852+8.5% | $3,470+20.5% |
| Admin fee / account holder | $1,982 | $4,667-57.5% | $6,675-70.3% | $4,888-59.5% |