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 8-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 | $14,846 | $90,519-83.6% | $93,789-84.2% | $134,475-89.0% |
| Participation rate | 92.3% | 82.0%+10.4pp | 81.0%+11.4pp | 81.2%+11.1pp |
| Annual return | -22.10% | -15.72%-6.4pp | -11.33%-10.8pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,186 | $4,343-49.7% | $4,323-49.4% | $4,740-53.9% |
| Participant deferral / active EE | $5,776 | $5,978-3.4% | $6,094-5.2% | $6,400-9.7% |
| Admin fee / account holder | $1,639 | $9,252-82.3% | $7,195-77.2% | $11,426-85.7% |