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 | $23,044 | $77,813-70.4% | $123,544-81.3% | $64,186-64.1% |
| Participation rate | 79.4% | 74.7%+4.7pp | 82.3%-2.9pp | 69.6%+9.8pp |
| Annual return | -9.23% | 12.48%-21.7pp | 119.20%-128.4pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,669 | $3,014-11.4% | $4,628-42.3% | $2,381+12.1% |
| Participant deferral / active EE | $4,887 | $5,240-6.7% | $6,426-24.0% | $3,470+40.8% |
| Admin fee / account holder | $552 | $5,519-90.0% | $9,284-94.1% | $4,888-88.7% |