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 | $94,961 | $56,484+68.1% | $169,463-44.0% | $64,186+47.9% |
| Participation rate | 77.1% | 64.5%+12.5pp | 77.8%-0.7pp | 69.6%+7.5pp |
| Annual return | -9.33% | -1.55%-7.8pp | 1.83%-11.2pp | 7.63%-17.0pp |
| Employer contribution / active EE | $990 | $1,832-46.0% | $4,159-76.2% | $2,381-58.4% |
| Participant deferral / active EE | $7,980 | $3,448+131.5% | $5,277+51.2% | $3,470+130.0% |
| Admin fee / account holder | $11,341 | $4,174+171.7% | $9,109+24.5% | $4,888+132.0% |