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 | $94,981 | $59,805+58.8% | $79,550+19.4% | $68,494+38.7% |
| Participation rate | 86.7% | 61.1%+25.6pp | 69.5%+17.2pp | 67.9%+18.8pp |
| Annual return | -21.90% | -12.30%-9.6pp | 0.16%-22.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,221 | $1,505+114.0% | $2,413+33.5% | $2,596+24.1% |
| Participant deferral / active EE | $6,495 | $3,024+114.8% | $3,985+63.0% | $4,027+61.3% |
| Admin fee / account holder | $676 | $4,835-86.0% | $6,832-90.1% | $5,403-87.5% |