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 | $33,291 | $77,813-57.2% | $123,544-73.1% | $64,186-48.1% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.7pp | 69.6%+22.4pp |
| Annual return | -10.02% | 12.48%-22.5pp | 119.20%-129.2pp | 7.63%-17.7pp |
| Employer contribution / active EE | $4,644 | $3,014+54.1% | $4,628+0.4% | $2,381+95.1% |
| Participant deferral / active EE | $7,746 | $5,240+47.8% | $6,426+20.6% | $3,470+123.3% |
| Admin fee / account holder | $748 | $5,519-86.5% | $9,284-91.9% | $4,888-84.7% |