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 | $27,863 | $91,190-69.4% | $178,490-84.4% | $79,858-65.1% |
| Participation rate | 83.1% | 69.2%+13.9pp | 81.9%+1.2pp | 69.6%+13.5pp |
| Annual return | -0.89% | 24.19%-25.1pp | 151.07%-152.0pp | 31.71%-32.6pp |
| Employer contribution / active EE | $1,419 | $3,256-56.4% | $5,011-71.7% | $2,471-42.6% |
| Participant deferral / active EE | $3,462 | $3,236+7.0% | $5,202-33.4% | $3,740-7.4% |
| Admin fee / account holder | $555 | $6,751-91.8% | $13,984-96.0% | $5,306-89.5% |