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 | $27,770 | $54,229-48.8% | $70,092-60.4% | $68,494-59.5% |
| Participation rate | 98.9% | 64.5%+34.4pp | 70.5%+28.4pp | 67.9%+31.0pp |
| Annual return | -20.14% | -13.87%-6.3pp | 190.73%-210.9pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,967 | $2,018-2.5% | $2,559-23.1% | $2,596-24.2% |
| Participant deferral / active EE | $2,843 | $2,956-3.8% | $3,849-26.1% | $4,027-29.4% |
| Admin fee / account holder | $4,318 | $4,694-8.0% | $6,267-31.1% | $5,403-20.1% |