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 | $66,046 | $81,900-19.4% | $119,609-44.8% | $68,494-3.6% |
| Participation rate | 78.9% | 71.9%+7.1pp | 79.3%-0.3pp | 67.9%+11.1pp |
| Annual return | -19.13% | -23.82%+4.7pp | -14.97%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,385 | $2,693-48.6% | $4,232-67.3% | $2,596-46.7% |
| Participant deferral / active EE | $4,668 | $4,148+12.5% | $5,602-16.7% | $4,027+15.9% |
| Admin fee / account holder | $1,449 | $6,582-78.0% | $10,323-86.0% | $5,403-73.2% |