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 | $22,920 | $43,327-47.1% | $59,878-61.7% | $64,186-64.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -9.47% | -1.55%-7.9pp | 3.46%-12.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $3,428 | $2,028+69.0% | $2,722+25.9% | $2,381+44.0% |
| Participant deferral / active EE | $6,495 | $2,546+155.1% | $3,402+90.9% | $3,470+87.2% |
| Admin fee / account holder | $1,055 | $3,005-64.9% | $3,590-70.6% | $4,888-78.4% |