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 | $88,905 | $115,882-23.3% | $100,516-11.6% | $158,922-44.1% |
| Participation rate | 94.1% | 81.6%+12.5pp | 79.4%+14.7pp | 82.0%+12.2pp |
| Annual return | -2.29% | 34.79%-37.1pp | 30.89%-33.2pp | 302.83%-305.1pp |
| Employer contribution / active EE | $1,399 | $4,103-65.9% | $3,418-59.1% | $4,761-70.6% |
| Participant deferral / active EE | $6,238 | $6,674-6.5% | $6,270-0.5% | $5,982+4.3% |
| Admin fee / account holder | $597 | $10,995-94.6% | $8,081-92.6% | $11,246-94.7% |