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 | $65,172 | $92,222-29.3% | $76,768-15.1% | $135,375-51.9% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -9.02% | 5.46%-14.5pp | 2.43%-11.4pp | 519.73%-528.8pp |
| Employer contribution / active EE | $715 | $3,216-77.8% | $2,485-71.2% | $4,779-85.0% |
| Participant deferral / active EE | $3,824 | $4,509-15.2% | $3,852-0.7% | $5,609-31.8% |
| Admin fee / account holder | $1,392 | $10,748-87.0% | $6,675-79.1% | $10,827-87.1% |