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 6-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 | $23,779 | $45,863-48.2% | $77,024-69.1% | $68,494-65.3% |
| Participation rate | 84.0% | 55.9%+28.1pp | 67.9%+16.1pp | 67.9%+16.1pp |
| Annual return | -20.94% | 1.72%-22.7pp | 42.32%-63.3pp | -7.84%-13.1pp |
| Employer contribution / active EE | $5,726 | $1,650+247.1% | $2,812+103.6% | $2,596+120.5% |
| Participant deferral / active EE | $2,945 | $2,962-0.6% | $4,426-33.5% | $4,027-26.9% |
| Admin fee / account holder | $1,671 | $3,041-45.1% | $5,425-69.2% | $5,403-69.1% |