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 | $26,266 | $79,633-67.0% | $93,789-72.0% | $68,494-61.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -20.04% | -0.10%-19.9pp | -11.33%-8.7pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,603 | $3,665-29.0% | $4,323-39.8% | $2,596+0.2% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,094-100.0% | $4,027-100.0% |
| Admin fee / account holder | $351 | $6,871-94.9% | $7,195-95.1% | $5,403-93.5% |