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 | $26,125 | $62,586-58.3% | $76,768-66.0% | $64,186-59.3% |
| Participation rate | 70.1% | 72.8%-2.7pp | 77.0%-6.8pp | 69.6%+0.6pp |
| Annual return | -10.86% | -1.95%-8.9pp | 2.43%-13.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $2,051 | $1,832+12.0% | $2,485-17.5% | $2,381-13.9% |
| Participant deferral / active EE | $4,003 | $3,145+27.3% | $3,852+3.9% | $3,470+15.4% |
| Admin fee / account holder | $768 | $4,667-83.5% | $6,675-88.5% | $4,888-84.3% |