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 | $34,640 | $90,590-61.8% | $90,782-61.8% | $135,375-74.4% |
| Participation rate | 76.9% | 83.7%-6.8pp | 82.7%-5.7pp | 82.6%-5.7pp |
| Annual return | -10.05% | -3.40%-6.7pp | -3.42%-6.6pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,804 | $4,352-58.6% | $4,105-56.1% | $4,779-62.3% |
| Participant deferral / active EE | $3,127 | $5,407-42.2% | $5,366-41.7% | $5,609-44.2% |
| Admin fee / account holder | $434 | $7,683-94.4% | $5,908-92.7% | $10,827-96.0% |