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 | $33,801 | $62,586-46.0% | $76,768-56.0% | $64,186-47.3% |
| Participation rate | 93.9% | 72.8%+21.1pp | 77.0%+16.9pp | 69.6%+24.3pp |
| Annual return | -8.90% | -1.95%-7.0pp | 2.43%-11.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $3,087 | $1,832+68.5% | $2,485+24.2% | $2,381+29.7% |
| Participant deferral / active EE | $6,126 | $3,145+94.8% | $3,852+59.1% | $3,470+76.6% |
| Admin fee / account holder | $1,987 | $4,667-57.4% | $6,675-70.2% | $4,888-59.3% |