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 | $31,455 | $73,867-57.4% | $143,757-78.1% | $68,494-54.1% |
| Participation rate | 72.5% | 66.7%+5.8pp | 80.3%-7.8pp | 67.9%+4.6pp |
| Annual return | -20.76% | 1.01%-21.8pp | -0.04%-20.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,833 | $3,184-11.0% | $4,951-42.8% | $2,596+9.1% |
| Participant deferral / active EE | $5,384 | $3,384+59.1% | $5,637-4.5% | $4,027+33.7% |
| Admin fee / account holder | $2,224 | $5,755-61.4% | $14,673-84.8% | $5,403-58.8% |