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 | $47,927 | $56,484-15.1% | $169,463-71.7% | $64,186-25.3% |
| Participation rate | 96.4% | 64.5%+31.9pp | 77.8%+18.6pp | 69.6%+26.9pp |
| Annual return | -9.57% | -1.55%-8.0pp | 1.83%-11.4pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,449 | $1,832-20.9% | $4,159-65.2% | $2,381-39.1% |
| Participant deferral / active EE | $5,022 | $3,448+45.7% | $5,277-4.8% | $3,470+44.8% |
| Admin fee / account holder | $1,271 | $4,174-69.5% | $9,109-86.0% | $4,888-74.0% |