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 9-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 | $10,672 | $56,835-81.2% | - | $135,375-92.1% |
| Participation rate | 70.0% | 68.0%+2.0pp | - | 82.6%-12.6pp |
| Annual return | -13.21% | 2630.74%-2643.9pp | - | 519.73%-532.9pp |
| Employer contribution / active EE | $1,858 | $2,734-32.0% | - | $4,779-61.1% |
| Participant deferral / active EE | $2,566 | $3,681-30.3% | - | $5,609-54.3% |
| Admin fee / account holder | $911 | $1,586-42.5% | - | $10,827-91.6% |