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 7-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 | $20,541 | $142,344-85.6% | $119,609-82.8% | $134,475-84.7% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.3%+5.4pp | 81.2%+3.4pp |
| Annual return | -22.60% | -12.44%-10.2pp | -14.97%-7.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $4,122 | $5,222-21.1% | $4,232-2.6% | $4,740-13.0% |
| Participant deferral / active EE | $4,538 | $6,469-29.8% | $5,602-19.0% | $6,400-29.1% |
| Admin fee / account holder | $1,381 | $13,584-89.8% | $10,323-86.6% | $11,426-87.9% |