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 | $14,903 | $48,265-69.1% | $68,791-78.3% | $68,494-78.2% |
| Participation rate | 96.0% | 60.7%+35.3pp | 69.0%+27.0pp | 67.9%+28.1pp |
| Annual return | -21.35% | -12.71%-8.6pp | -6.38%-15.0pp | -7.84%-13.5pp |
| Employer contribution / active EE | $2,098 | $1,829+14.7% | $2,655-21.0% | $2,596-19.2% |
| Participant deferral / active EE | $5,170 | $2,867+80.4% | $3,941+31.2% | $4,027+28.4% |
| Admin fee / account holder | $1,044 | $4,355-76.0% | $4,932-78.8% | $5,403-80.7% |