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 | $38,267 | $53,162-28.0% | $91,220-58.0% | $68,494-44.1% |
| Participation rate | 71.4% | 63.2%+8.2pp | 73.2%-1.8pp | 67.9%+3.5pp |
| Annual return | -22.92% | -3.14%-19.8pp | 114.01%-136.9pp | -7.84%-15.1pp |
| Employer contribution / active EE | $2,381 | $1,709+39.3% | $2,850-16.5% | $2,596-8.3% |
| Participant deferral / active EE | $3,086 | $2,974+3.8% | $4,234-27.1% | $4,027-23.4% |
| Admin fee / account holder | $3,102 | $4,493-31.0% | $5,420-42.8% | $5,403-42.6% |