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 | $18,464 | $57,354-67.8% | $83,848-78.0% | $64,186-71.2% |
| Participation rate | 95.3% | 68.6%+26.7pp | 76.1%+19.2pp | 69.6%+25.8pp |
| Annual return | -13.92% | 11.38%-25.3pp | 850.88%-864.8pp | 7.63%-21.6pp |
| Employer contribution / active EE | $2,087 | $2,545-18.0% | $3,631-42.5% | $2,381-12.3% |
| Participant deferral / active EE | $5,375 | $2,993+79.6% | $4,082+31.7% | $3,470+54.9% |
| Admin fee / account holder | $904 | $4,046-77.7% | $5,478-83.5% | $4,888-81.5% |