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 | $7,221 | $93,024-92.2% | $77,024-90.6% | $134,475-94.6% |
| Participation rate | 76.2% | 74.5%+1.7pp | 67.9%+8.3pp | 81.2%-5.0pp |
| Annual return | -30.32% | 62.60%-92.9pp | 42.32%-72.6pp | 417.96%-448.3pp |
| Employer contribution / active EE | $1,325 | $3,418-61.2% | $2,812-52.9% | $4,740-72.0% |
| Participant deferral / active EE | $2,459 | $5,238-53.0% | $4,426-44.4% | $6,400-61.6% |
| Admin fee / account holder | $927 | $6,944-86.7% | $5,425-82.9% | $11,426-91.9% |