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 | $19,218 | $167,307-88.5% | $143,757-86.6% | $134,475-85.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -26.23% | 0.46%-26.7pp | -0.04%-26.2pp | 417.96%-444.2pp |
| Employer contribution / active EE | $4,161 | $5,619-26.0% | $4,951-16.0% | $4,740-12.2% |
| Participant deferral / active EE | $8,729 | $6,446+35.4% | $5,637+54.8% | $6,400+36.4% |
| Admin fee / account holder | $1,534 | $18,088-91.5% | $14,673-89.5% | $11,426-86.6% |