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 | $72,470 | $61,660+17.5% | $80,019-9.4% | $64,186+12.9% |
| Participation rate | 81.1% | 71.7%+9.4pp | 75.8%+5.3pp | 69.6%+11.5pp |
| Annual return | -8.46% | -0.33%-8.1pp | 11.22%-19.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $3,482 | $1,810+92.3% | $2,468+41.1% | $2,381+46.2% |
| Participant deferral / active EE | $9,226 | $2,968+210.9% | $3,686+150.3% | $3,470+165.9% |
| Admin fee / account holder | $597 | $5,417-89.0% | $6,521-90.8% | $4,888-87.8% |