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 | $40,375 | $58,577-31.1% | $83,333-51.6% | $64,186-37.1% |
| Participation rate | 88.0% | 72.0%+16.0pp | 77.8%+10.2pp | 69.6%+18.4pp |
| Annual return | -12.86% | 9.65%-22.5pp | 10.63%-23.5pp | 7.63%-20.5pp |
| Employer contribution / active EE | $9,033 | $2,098+330.5% | $3,379+167.4% | $2,381+279.4% |
| Participant deferral / active EE | $5,760 | $4,654+23.8% | $5,565+3.5% | $3,470+66.0% |
| Admin fee / account holder | $4,129 | $9,275-55.5% | $7,510-45.0% | $4,888-15.5% |