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 | $43,559 | $73,867-41.0% | $143,757-69.7% | $68,494-36.4% |
| Participation rate | 75.8% | 66.7%+9.1pp | 80.3%-4.5pp | 67.9%+7.9pp |
| Annual return | -20.79% | 1.01%-21.8pp | -0.04%-20.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,238 | $3,184-61.1% | $4,951-75.0% | $2,596-52.3% |
| Participant deferral / active EE | $4,063 | $3,384+20.0% | $5,637-27.9% | $4,027+0.9% |
| Admin fee / account holder | $2,425 | $5,755-57.9% | $14,673-83.5% | $5,403-55.1% |