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 6-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 | $53,359 | $73,867-27.8% | $143,757-62.9% | $68,494-22.1% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -19.37% | 1.01%-20.4pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $5,292 | $3,184+66.2% | $4,951+6.9% | $2,596+103.8% |
| Participant deferral / active EE | $11,513 | $3,384+240.2% | $5,637+104.2% | $4,027+185.9% |
| Admin fee / account holder | $952 | $5,755-83.5% | $14,673-93.5% | $5,403-82.4% |