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 | $44,536 | $62,586-28.8% | $76,768-42.0% | $64,186-30.6% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -7.60% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $473 | $1,832-74.2% | $2,485-81.0% | $2,381-80.1% |
| Participant deferral / active EE | $3,175 | $3,145+1.0% | $3,852-17.6% | $3,470-8.5% |
| Admin fee / account holder | $1,606 | $4,667-65.6% | $6,675-75.9% | $4,888-67.1% |