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 | $59,885 | $73,867-18.9% | $143,757-58.3% | $68,494-12.6% |
| Participation rate | 88.1% | 66.7%+21.4pp | 80.3%+7.8pp | 67.9%+20.2pp |
| Annual return | -19.43% | 1.01%-20.4pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,053 | $3,184-35.5% | $4,951-58.5% | $2,596-20.9% |
| Participant deferral / active EE | $4,230 | $3,384+25.0% | $5,637-25.0% | $4,027+5.0% |
| Admin fee / account holder | $5,210 | $5,755-9.5% | $14,673-64.5% | $5,403-3.6% |