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 | $37,041 | $40,256-8.0% | $57,343-35.4% | $59,632-37.9% |
| Participation rate | 82.6% | 69.2%+13.4pp | 75.1%+7.5pp | 68.7%+13.9pp |
| Annual return | -2.51% | 27.49%-30.0pp | 24.39%-26.9pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,835 | $1,922-4.5% | $2,689-31.8% | $2,203-16.7% |
| Participant deferral / active EE | $2,262 | $2,399-5.7% | $3,162-28.5% | $3,192-29.1% |
| Admin fee / account holder | $1,173 | $2,818-58.4% | $3,356-65.1% | $4,297-72.7% |