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 | $25,190 | $82,286-69.4% | $68,791-63.4% | $134,475-81.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.21% | -2.19%-19.0pp | -6.38%-14.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,020 | $3,301-8.5% | $2,655+13.7% | $4,740-36.3% |
| Participant deferral / active EE | $3,179 | $4,739-32.9% | $3,941-19.3% | $6,400-50.3% |
| Admin fee / account holder | $1,327 | $6,481-79.5% | $4,932-73.1% | $11,426-88.4% |