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 | $41,521 | $71,883-42.2% | $86,677-52.1% | $68,494-39.4% |
| Participation rate | 78.9% | 72.2%+6.7pp | 76.6%+2.4pp | 67.9%+11.1pp |
| Annual return | -19.58% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,822 | $2,173-16.2% | $2,836-35.8% | $2,596-29.8% |
| Participant deferral / active EE | $6,045 | $3,779+60.0% | $4,656+29.8% | $4,027+50.1% |
| Admin fee / account holder | $1,657 | $6,112-72.9% | $7,493-77.9% | $5,403-69.3% |