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 9-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 | $9,347 | $57,016-83.6% | $84,966-89.0% | $80,856-88.4% |
| Participation rate | 94.7% | 56.3%+38.4pp | 67.5%+27.2pp | 67.6%+27.1pp |
| Annual return | -7.34% | 21.66%-29.0pp | 66.38%-73.7pp | 35.59%-42.9pp |
| Employer contribution / active EE | $519 | $1,798-71.1% | $2,727-81.0% | $2,755-81.2% |
| Participant deferral / active EE | $1,060 | $3,110-65.9% | $4,519-76.6% | $4,296-75.3% |
| Admin fee / account holder | $1,547 | $4,980-68.9% | $6,149-74.8% | $6,918-77.6% |