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 | $36,468 | $75,828-51.9% | $147,614-75.3% | $59,632-38.8% |
| Participation rate | 77.8% | 71.6%+6.2pp | 84.6%-6.8pp | 68.7%+9.1pp |
| Annual return | -3.44% | 0.37%-3.8pp | 61.98%-65.4pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $633 | $3,485-81.8% | $5,564-88.6% | $2,203-71.3% |
| Participant deferral / active EE | $4,769 | $3,130+52.4% | $4,895-2.6% | $3,192+49.4% |
| Admin fee / account holder | $675 | $5,985-88.7% | $11,611-94.2% | $4,297-84.3% |