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 | $35,138 | $167,307-79.0% | $143,757-75.6% | $134,475-73.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.79% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $3,671 | $5,619-34.7% | $4,951-25.9% | $4,740-22.6% |
| Participant deferral / active EE | $4,078 | $6,446-36.7% | $5,637-27.6% | $6,400-36.3% |
| Admin fee / account holder | $1,520 | $18,088-91.6% | $14,673-89.6% | $11,426-86.7% |