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 5-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 | $21,157 | $142,344-85.1% | $119,609-82.3% | $134,475-84.3% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -35.73% | -12.44%-23.3pp | -14.97%-20.8pp | 417.96%-453.7pp |
| Employer contribution / active EE | $2,798 | $5,222-46.4% | $4,232-33.9% | $4,740-41.0% |
| Participant deferral / active EE | $6,751 | $6,469+4.3% | $5,602+20.5% | $6,400+5.5% |
| Admin fee / account holder | $5,474 | $13,584-59.7% | $10,323-47.0% | $11,426-52.1% |