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 5-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 | $15,898 | $93,024-82.9% | $77,024-79.4% | $134,475-88.2% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -22.48% | 62.60%-85.1pp | 42.32%-64.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $4,148 | $3,418+21.4% | $2,812+47.5% | $4,740-12.5% |
| Participant deferral / active EE | $8,037 | $5,238+53.4% | $4,426+81.6% | $6,400+25.6% |
| Admin fee / account holder | $1,208 | $6,944-82.6% | $5,425-77.7% | $11,426-89.4% |