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 | $21,150 | $73,867-71.4% | $143,757-85.3% | $68,494-69.1% |
| Participation rate | 75.9% | 66.7%+9.2pp | 80.3%-4.4pp | 67.9%+8.0pp |
| Annual return | -22.09% | 1.01%-23.1pp | -0.04%-22.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $2,066 | $3,184-35.1% | $4,951-58.3% | $2,596-20.4% |
| Participant deferral / active EE | $2,361 | $3,384-30.2% | $5,637-58.1% | $4,027-41.4% |
| Admin fee / account holder | $779 | $5,755-86.5% | $14,673-94.7% | $5,403-85.6% |