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 | $34,446 | $50,958-32.4% | $74,550-53.8% | $64,186-46.3% |
| Participation rate | 74.0% | 61.1%+12.9pp | 69.1%+4.9pp | 69.6%+4.4pp |
| Annual return | -9.27% | -1.86%-7.4pp | 32.53%-41.8pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,911 | $1,115+71.3% | $1,961-2.6% | $2,381-19.7% |
| Participant deferral / active EE | $4,735 | $2,301+105.8% | $3,108+52.4% | $3,470+36.5% |
| Admin fee / account holder | $2,464 | $4,223-41.7% | $5,060-51.3% | $4,888-49.6% |