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 | $23,422 | $45,863-48.9% | $77,024-69.6% | $68,494-65.8% |
| Participation rate | 74.7% | 55.9%+18.8pp | 67.9%+6.8pp | 67.9%+6.8pp |
| Annual return | -20.74% | 1.72%-22.5pp | 42.32%-63.1pp | -7.84%-12.9pp |
| Employer contribution / active EE | $3,185 | $1,650+93.1% | $2,812+13.3% | $2,596+22.7% |
| Participant deferral / active EE | $7,384 | $2,962+149.3% | $4,426+66.8% | $4,027+83.3% |
| Admin fee / account holder | $649 | $3,041-78.7% | $5,425-88.0% | $5,403-88.0% |