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 | $38,753 | $81,900-52.7% | $119,609-67.6% | $68,494-43.4% |
| Participation rate | 82.9% | 71.9%+11.0pp | 79.3%+3.7pp | 67.9%+15.0pp |
| Annual return | -21.71% | -23.82%+2.1pp | -14.97%-6.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $3,661 | $2,693+35.9% | $4,232-13.5% | $2,596+41.0% |
| Participant deferral / active EE | $4,167 | $4,148+0.5% | $5,602-25.6% | $4,027+3.5% |
| Admin fee / account holder | $2,299 | $6,582-65.1% | $10,323-77.7% | $5,403-57.4% |