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 | $33,127 | $52,903-37.4% | $73,307-54.8% | $59,632-44.4% |
| Participation rate | 75.8% | 68.2%+7.5pp | 74.9%+0.8pp | 68.7%+7.1pp |
| Annual return | -3.47% | 12.20%-15.7pp | 5.67%-9.1pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $3,833 | $1,909+100.8% | $3,237+18.4% | $2,203+74.0% |
| Participant deferral / active EE | $7,818 | $4,069+92.1% | $4,991+56.6% | $3,192+144.9% |
| Admin fee / account holder | $2,630 | $3,834-31.4% | $5,637-53.3% | $4,297-38.8% |