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 | $38,096 | $73,004-47.8% | $90,749-58.0% | $68,494-44.4% |
| Participation rate | 90.2% | 70.8%+19.4pp | 75.7%+14.6pp | 67.9%+22.4pp |
| Annual return | -19.22% | -13.81%-5.4pp | -12.16%-7.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $658 | $2,193-70.0% | $2,921-77.5% | $2,596-74.7% |
| Participant deferral / active EE | $5,577 | $3,627+53.8% | $4,564+22.2% | $4,027+38.5% |
| Admin fee / account holder | $1,742 | $5,896-70.5% | $8,445-79.4% | $5,403-67.8% |