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 | $14,033 | $43,327-67.6% | $59,878-76.6% | $64,186-78.1% |
| Participation rate | 88.2% | 69.2%+19.1pp | 74.7%+13.5pp | 69.6%+18.7pp |
| Annual return | -9.05% | -1.55%-7.5pp | 3.46%-12.5pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,493 | $2,028-26.4% | $2,722-45.1% | $2,381-37.3% |
| Participant deferral / active EE | $1,821 | $2,546-28.5% | $3,402-46.5% | $3,470-47.5% |
| Admin fee / account holder | $1,360 | $3,005-54.7% | $3,590-62.1% | $4,888-72.2% |