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 | $63,014 | $91,538-31.2% | $129,995-51.5% | $75,163-16.2% |
| Participation rate | 93.3% | 71.4%+21.9pp | 78.5%+14.8pp | 67.2%+26.1pp |
| Annual return | 8.80% | -631.11%+639.9pp | -137.18%+146.0pp | 160.62%-151.8pp |
| Employer contribution / active EE | $1,402 | $2,845-50.7% | $4,320-67.5% | $2,670-47.5% |
| Participant deferral / active EE | $2,609 | $4,341-39.9% | $5,820-55.2% | $4,125-36.8% |
| Admin fee / account holder | $1,494 | $6,790-78.0% | $10,614-85.9% | $5,651-73.6% |