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 | $49,105 | $71,883-31.7% | $86,677-43.3% | $68,494-28.3% |
| Participation rate | 97.6% | 72.2%+25.3pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -21.96% | 3.52%-25.5pp | 35.91%-57.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,225 | $2,173+48.4% | $2,836+13.7% | $2,596+24.2% |
| Participant deferral / active EE | $4,494 | $3,779+18.9% | $4,656-3.5% | $4,027+11.6% |
| Admin fee / account holder | $3,303 | $6,112-46.0% | $7,493-55.9% | $5,403-38.9% |