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 9-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 | $9,728 | $73,867-86.8% | $143,757-93.2% | $68,494-85.8% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -20.04% | 1.01%-21.0pp | -0.04%-20.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,397 | $3,184-24.7% | $4,951-51.6% | $2,596-7.7% |
| Participant deferral / active EE | $3,891 | $3,384+15.0% | $5,637-31.0% | $4,027-3.4% |
| Admin fee / account holder | $573 | $5,755-90.0% | $14,673-96.1% | $5,403-89.4% |