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 | $34,918 | $77,813-55.1% | $123,544-71.7% | $64,186-45.6% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.3%+9.4pp | 69.6%+22.1pp |
| Annual return | -10.62% | 12.48%-23.1pp | 119.20%-129.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $3,513 | $3,014+16.5% | $4,628-24.1% | $2,381+47.5% |
| Participant deferral / active EE | $9,828 | $5,240+87.6% | $6,426+53.0% | $3,470+183.3% |
| Admin fee / account holder | $3,196 | $5,519-42.1% | $9,284-65.6% | $4,888-34.6% |