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 | $21,817 | $77,813-72.0% | $123,544-82.3% | $64,186-66.0% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.3%+16.0pp | 69.6%+28.7pp |
| Annual return | -9.76% | 12.48%-22.2pp | 119.20%-129.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,837 | $3,014-5.9% | $4,628-38.7% | $2,381+19.2% |
| Participant deferral / active EE | $6,469 | $5,240+23.5% | $6,426+0.7% | $3,470+86.4% |
| Admin fee / account holder | $1,760 | $5,519-68.1% | $9,284-81.0% | $4,888-64.0% |