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 9-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 | $39,080 | $105,859-63.1% | $90,160-56.7% | $147,584-73.5% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | -45.92% | 37.63%-83.5pp | 34.88%-80.8pp | 578.55%-624.5pp |
| Employer contribution / active EE | $893 | $4,126-78.4% | $3,318-73.1% | $4,876-81.7% |
| Participant deferral / active EE | $2,023 | $5,733-64.7% | $5,288-61.7% | $5,439-62.8% |
| Admin fee / account holder | $576 | $8,046-92.8% | $5,943-90.3% | $10,885-94.7% |