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 | $37,328 | $105,860-64.7% | $90,749-58.9% | $134,475-72.2% |
| Participation rate | 78.6% | 78.2%+0.3pp | 75.7%+2.9pp | 81.2%-2.7pp |
| Annual return | -23.19% | -11.01%-12.2pp | -12.16%-11.0pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,116 | $3,462-67.8% | $2,921-61.8% | $4,740-76.5% |
| Participant deferral / active EE | $2,232 | $5,216-57.2% | $4,564-51.1% | $6,400-65.1% |
| Admin fee / account holder | $5,538 | $13,938-60.3% | $8,445-34.4% | $11,426-51.5% |