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 | $43,269 | $77,813-44.4% | $123,544-65.0% | $64,186-32.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -8.72% | 12.48%-21.2pp | 119.20%-127.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $3,134 | $3,014+4.0% | $4,628-32.3% | $2,381+31.6% |
| Participant deferral / active EE | $8,376 | $5,240+59.9% | $6,426+30.4% | $3,470+141.4% |
| Admin fee / account holder | $823 | $5,519-85.1% | $9,284-91.1% | $4,888-83.2% |