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 | $38,371 | $99,032-61.3% | $80,019-52.0% | $135,375-71.7% |
| Participation rate | 70.0% | 78.4%-8.4pp | 75.8%-5.8pp | 82.6%-12.6pp |
| Annual return | -11.04% | 15.39%-26.4pp | 11.22%-22.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $4,689 | $3,043+54.1% | $2,468+90.0% | $4,779-1.9% |
| Participant deferral / active EE | $11,931 | $4,282+178.6% | $3,686+223.7% | $5,609+112.7% |
| Admin fee / account holder | $7,066 | $10,436-32.3% | $6,521+8.4% | $10,827-34.7% |