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 8-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 | $47,124 | $59,805-21.2% | $79,550-40.8% | $68,494-31.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -39.34% | -12.30%-27.0pp | 0.16%-39.5pp | -7.84%-31.5pp |
| Employer contribution / active EE | $2,361 | $1,505+56.9% | $2,413-2.1% | $2,596-9.1% |
| Participant deferral / active EE | $2,000 | $3,024-33.9% | $3,985-49.8% | $4,027-50.3% |
| Admin fee / account holder | $904 | $4,835-81.3% | $6,832-86.8% | $5,403-83.3% |