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 | $61,408 | $78,422-21.7% | $95,952-36.0% | $79,858-23.1% |
| Participation rate | 93.9% | 73.5%+20.5pp | 77.1%+16.9pp | 69.6%+24.3pp |
| Annual return | -8.88% | 19.37%-28.3pp | 91.61%-100.5pp | 31.71%-40.6pp |
| Employer contribution / active EE | $1,652 | $1,945-15.1% | $2,541-35.0% | $2,471-33.2% |
| Participant deferral / active EE | $5,434 | $3,440+58.0% | $4,167+30.4% | $3,740+45.3% |
| Admin fee / account holder | $4,212 | $5,622-25.1% | $6,795-38.0% | $5,306-20.6% |