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 | $68,951 | $64,707+6.6% | $112,228-38.6% | $68,494+0.7% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -22.18% | -11.40%-10.8pp | 27.45%-49.6pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,893 | $2,746+5.4% | $3,635-20.4% | $2,596+11.4% |
| Participant deferral / active EE | $6,313 | $3,565+77.1% | $4,728+33.5% | $4,027+56.8% |
| Admin fee / account holder | $8,862 | $5,232+69.4% | $6,410+38.3% | $5,403+64.0% |