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 | $13,421 | $75,935-82.3% | $60,547-77.8% | $125,391-89.3% |
| Participation rate | 83.3% | 76.5%+6.8pp | 68.0%+15.4pp | 83.2%+0.1pp |
| Annual return | -4.20% | -5.38%+1.2pp | 335.64%-339.8pp | 282.22%-286.4pp |
| Employer contribution / active EE | $5,762 | $3,438+67.6% | $2,419+138.2% | $4,866+18.4% |
| Participant deferral / active EE | $2,081 | $4,506-53.8% | $3,328-37.5% | $5,352-61.1% |
| Admin fee / account holder | $505 | $6,768-92.5% | $4,536-88.9% | $9,540-94.7% |