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 | $26,538 | $81,900-67.6% | $119,609-77.8% | $68,494-61.3% |
| Participation rate | 75.6% | 71.9%+3.7pp | 79.3%-3.7pp | 67.9%+7.7pp |
| Annual return | -19.39% | -23.82%+4.4pp | -14.97%-4.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $4,178 | $2,693+55.1% | $4,232-1.3% | $2,596+60.9% |
| Participant deferral / active EE | $7,196 | $4,148+73.5% | $5,602+28.5% | $4,027+78.7% |
| Admin fee / account holder | $989 | $6,582-85.0% | $10,323-90.4% | $5,403-81.7% |