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 | $37,057 | $48,265-23.2% | $68,791-46.1% | $68,494-45.9% |
| Participation rate | 91.8% | 60.7%+31.1pp | 69.0%+22.7pp | 67.9%+23.9pp |
| Annual return | -20.45% | -12.71%-7.7pp | -6.38%-14.1pp | -7.84%-12.6pp |
| Employer contribution / active EE | $4,012 | $1,829+119.4% | $2,655+51.1% | $2,596+54.5% |
| Participant deferral / active EE | $2,775 | $2,867-3.2% | $3,941-29.6% | $4,027-31.1% |
| Admin fee / account holder | $5,417 | $4,355+24.4% | $4,932+9.8% | $5,403+0.3% |