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 | $30,027 | $77,813-61.4% | $123,544-75.7% | $64,186-53.2% |
| Participation rate | 80.9% | 74.7%+6.1pp | 82.3%-1.4pp | 69.6%+11.3pp |
| Annual return | -8.93% | 12.48%-21.4pp | 119.20%-128.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,871 | $3,014-37.9% | $4,628-59.6% | $2,381-21.4% |
| Participant deferral / active EE | $3,645 | $5,240-30.4% | $6,426-43.3% | $3,470+5.0% |
| Admin fee / account holder | $880 | $5,519-84.1% | $9,284-90.5% | $4,888-82.0% |