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 8-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 | $25,951 | $71,050-63.5% | $93,606-72.3% | $80,856-67.9% |
| Participation rate | 70.4% | 60.4%+10.0pp | 68.7%+1.6pp | 67.6%+2.7pp |
| Annual return | 8.84% | 11.26%-2.4pp | 133.20%-124.4pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,085 | $1,564-30.6% | $2,420-55.2% | $2,755-60.6% |
| Participant deferral / active EE | $2,314 | $4,034-42.6% | $4,411-47.5% | $4,296-46.1% |
| Admin fee / account holder | $3,993 | $6,945-42.5% | $8,285-51.8% | $6,918-42.3% |