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 | $54,471 | $77,813-30.0% | $123,544-55.9% | $64,186-15.1% |
| Participation rate | 76.3% | 74.7%+1.6pp | 82.3%-6.0pp | 69.6%+6.7pp |
| Annual return | -8.32% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,702 | $3,014-43.5% | $4,628-63.2% | $2,381-28.5% |
| Participant deferral / active EE | $3,540 | $5,240-32.4% | $6,426-44.9% | $3,470+2.0% |
| Admin fee / account holder | $3,215 | $5,519-41.7% | $9,284-65.4% | $4,888-34.2% |