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 | $18,503 | $76,000-75.7% | $154,107-88.0% | $64,186-71.2% |
| Participation rate | 77.5% | 70.4%+7.1pp | 83.0%-5.5pp | 69.6%+8.0pp |
| Annual return | -8.79% | 30.32%-39.1pp | 735.12%-743.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,324 | $3,351-60.5% | $5,298-75.0% | $2,381-44.4% |
| Participant deferral / active EE | $895 | $3,175-71.8% | $5,081-82.4% | $3,470-74.2% |
| Admin fee / account holder | $1,772 | $5,596-68.3% | $13,411-86.8% | $4,888-63.7% |