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 | $20,272 | $77,813-73.9% | $123,544-83.6% | $64,186-68.4% |
| Participation rate | 77.2% | 74.7%+2.5pp | 82.3%-5.1pp | 69.6%+7.6pp |
| Annual return | -9.97% | 12.48%-22.5pp | 119.20%-129.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $3,213 | $3,014+6.6% | $4,628-30.6% | $2,381+34.9% |
| Participant deferral / active EE | $4,086 | $5,240-22.0% | $6,426-36.4% | $3,470+17.8% |
| Admin fee / account holder | $457 | $5,519-91.7% | $9,284-95.1% | $4,888-90.7% |