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 4-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 | $15,033 | $37,393-59.8% | $77,024-80.5% | $66,914-77.5% |
| Participation rate | 74.6% | 52.9%+21.7pp | 67.9%+6.7pp | 69.8%+4.8pp |
| Annual return | -25.51% | -3.29%-22.2pp | 42.32%-67.8pp | 1.58%-27.1pp |
| Employer contribution / active EE | $2,729 | $1,531+78.2% | $2,812-3.0% | $2,544+7.2% |
| Participant deferral / active EE | $4,928 | $2,617+88.3% | $4,426+11.3% | $4,237+16.3% |
| Admin fee / account holder | $431 | $567-24.0% | $5,425-92.1% | $593-27.4% |