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 6-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 | $28,706 | $56,357-49.1% | $104,294-72.5% | $68,494-58.1% |
| Participation rate | 79.3% | 63.3%+16.1pp | 73.3%+6.0pp | 67.9%+11.4pp |
| Annual return | -20.29% | -9.19%-11.1pp | 24.61%-44.9pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,767 | $1,960-9.9% | $3,372-47.6% | $2,596-31.9% |
| Participant deferral / active EE | $3,600 | $3,077+17.0% | $4,625-22.2% | $4,027-10.6% |
| Admin fee / account holder | $1,293 | $4,903-73.6% | $7,339-82.4% | $5,403-76.1% |