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 9-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 | $61,750 | $167,307-63.1% | $143,757-57.0% | $134,475-54.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -21.78% | 0.46%-22.2pp | -0.04%-21.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,637 | $5,619-53.1% | $4,951-46.7% | $4,740-44.4% |
| Participant deferral / active EE | $5,027 | $6,446-22.0% | $5,637-10.8% | $6,400-21.4% |
| Admin fee / account holder | $4,057 | $18,088-77.6% | $14,673-72.3% | $11,426-64.5% |