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 | $39,935 | $82,286-51.5% | $68,791-41.9% | $134,475-70.3% |
| Participation rate | 95.0% | 75.1%+19.9pp | 69.0%+26.0pp | 81.2%+13.8pp |
| Annual return | -21.31% | -2.19%-19.1pp | -6.38%-14.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,750 | $3,301+13.6% | $2,655+41.2% | $4,740-20.9% |
| Participant deferral / active EE | $1,581 | $4,739-66.6% | $3,941-59.9% | $6,400-75.3% |
| Admin fee / account holder | $682 | $6,481-89.5% | $4,932-86.2% | $11,426-94.0% |