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 | $19,659 | $48,076-59.1% | $78,689-75.0% | $62,891-68.7% |
| Participation rate | 87.8% | 65.2%+22.5pp | 73.6%+14.2pp | 69.3%+18.4pp |
| Annual return | -3.01% | 31.35%-34.4pp | 62.18%-65.2pp | 20.14%-23.1pp |
| Employer contribution / active EE | $1,320 | $2,015-34.5% | $2,851-53.7% | $2,281-42.1% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,822 | $3,207-43.2% | $4,510-59.6% | $4,296-57.6% |