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 | $65,759 | $45,863+43.4% | $77,024-14.6% | $68,494-4.0% |
| Participation rate | 91.2% | 55.9%+35.3pp | 67.9%+23.3pp | 67.9%+23.3pp |
| Annual return | -20.04% | 1.72%-21.8pp | 42.32%-62.4pp | -7.84%-12.2pp |
| Employer contribution / active EE | $3,535 | $1,650+114.3% | $2,812+25.7% | $2,596+36.1% |
| Participant deferral / active EE | $5,613 | $2,962+89.5% | $4,426+26.8% | $4,027+39.4% |
| Admin fee / account holder | $2,710 | $3,041-10.9% | $5,425-50.0% | $5,403-49.8% |