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 | $29,581 | $95,862-69.1% | $79,550-62.8% | $134,475-78.0% |
| Participation rate | 95.7% | 75.0%+20.6pp | 69.5%+26.2pp | 81.2%+14.4pp |
| Annual return | -31.56% | -2.69%-28.9pp | 0.16%-31.7pp | 417.96%-449.5pp |
| Employer contribution / active EE | $1,748 | $3,128-44.1% | $2,413-27.6% | $4,740-63.1% |
| Participant deferral / active EE | $2,274 | $4,693-51.5% | $3,985-42.9% | $6,400-64.5% |
| Admin fee / account holder | $1,982 | $9,126-78.3% | $6,832-71.0% | $11,426-82.7% |