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 8-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 | $22,753 | $142,344-84.0% | $119,609-81.0% | $134,475-83.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -27.79% | -12.44%-15.4pp | -14.97%-12.8pp | 417.96%-445.8pp |
| Employer contribution / active EE | $7,670 | $5,222+46.9% | $4,232+81.3% | $4,740+61.8% |
| Participant deferral / active EE | $7,766 | $6,469+20.0% | $5,602+38.6% | $6,400+21.3% |
| Admin fee / account holder | $643 | $13,584-95.3% | $10,323-93.8% | $11,426-94.4% |