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 | $43,900 | $110,094-60.1% | $151,611-71.0% | $68,494-35.9% |
| Participation rate | 87.3% | 84.0%+3.3pp | 87.5%-0.2pp | 67.9%+19.4pp |
| Annual return | -20.05% | -10.12%-9.9pp | 3.33%-23.4pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,461 | $4,471-67.3% | $6,166-76.3% | $2,596-43.7% |
| Participant deferral / active EE | $6,919 | $6,527+6.0% | $8,363-17.3% | $4,027+71.8% |
| Admin fee / account holder | $1,368 | $7,719-82.3% | $11,616-88.2% | $5,403-74.7% |