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 | $31,162 | $32,037-2.7% | $69,182-55.0% | $62,891-50.5% |
| Participation rate | 93.2% | 43.4%+49.8pp | 55.1%+38.1pp | 69.3%+23.9pp |
| Annual return | -2.79% | 15.16%-18.0pp | -21.93%+19.1pp | 20.14%-22.9pp |
| Employer contribution / active EE | $1,137 | $679+67.5% | $1,206-5.7% | $2,281-50.1% |
| Participant deferral / active EE | $2,167 | $1,185+82.8% | $1,897+14.2% | $3,203-32.4% |
| Admin fee / account holder | $661 | $2,608-74.6% | $2,697-75.5% | $4,296-84.6% |