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 | $15,160 | $42,383-64.2% | $76,523-80.2% | $64,186-76.4% |
| Participation rate | 76.7% | 58.1%+18.5pp | 68.0%+8.7pp | 69.6%+7.1pp |
| Annual return | -9.32% | -16.54%+7.2pp | -0.27%-9.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,371 | $1,563-12.3% | $2,647-48.2% | $2,381-42.4% |
| Participant deferral / active EE | $2,602 | $2,566+1.4% | $3,835-32.2% | $3,470-25.0% |
| Admin fee / account holder | $1,588 | $3,198-50.3% | $4,848-67.2% | $4,888-67.5% |