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 | $28,986 | $43,327-33.1% | $59,878-51.6% | $64,186-54.8% |
| Participation rate | 79.3% | 69.2%+10.1pp | 74.7%+4.6pp | 69.6%+9.7pp |
| Annual return | -16.55% | -1.55%-15.0pp | 3.46%-20.0pp | 7.63%-24.2pp |
| Employer contribution / active EE | $3,090 | $2,028+52.3% | $2,722+13.5% | $2,381+29.8% |
| Participant deferral / active EE | $2,814 | $2,546+10.5% | $3,402-17.3% | $3,470-18.9% |
| Admin fee / account holder | $3,277 | $3,005+9.1% | $3,590-8.7% | $4,888-32.9% |