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 | $67,038 | $82,664-18.9% | $125,339-46.5% | $68,494-2.1% |
| Participation rate | 87.0% | 75.0%+12.0pp | 82.4%+4.7pp | 67.9%+19.1pp |
| Annual return | -19.75% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,748 | $3,381-48.3% | $4,814-63.7% | $2,596-32.7% |
| Participant deferral / active EE | $4,682 | $6,110-23.4% | $7,446-37.1% | $4,027+16.3% |
| Admin fee / account holder | $7,970 | $6,275+27.0% | $10,010-20.4% | $5,403+47.5% |