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 | $26,099 | $59,805-56.4% | $79,550-67.2% | $68,494-61.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -21.46% | -12.30%-9.2pp | 0.16%-21.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,645 | $1,505+75.7% | $2,413+9.6% | $2,596+1.9% |
| Participant deferral / active EE | $8,923 | $3,024+195.0% | $3,985+123.9% | $4,027+121.6% |
| Admin fee / account holder | $930 | $4,835-80.8% | $6,832-86.4% | $5,403-82.8% |