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 9-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 | $33,169 | $103,949-68.1% | $69,182-52.1% | $273,961-87.9% |
| Participation rate | 73.7% | 67.4%+6.3pp | 55.1%+18.6pp | 83.0%-9.3pp |
| Annual return | -1.76% | 35.28%-37.0pp | -21.93%+20.2pp | 41.45%-43.2pp |
| Employer contribution / active EE | $1,134 | $1,783-36.4% | $1,206-6.0% | $4,869-76.7% |
| Participant deferral / active EE | $1,642 | $2,716-39.5% | $1,897-13.4% | $5,287-68.9% |
| Admin fee / account holder | $442 | $3,671-88.0% | $2,697-83.6% | $10,132-95.6% |