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 8-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 | $25,860 | $92,222-72.0% | $76,768-66.3% | $135,375-80.9% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -36.28% | 5.46%-41.7pp | 2.43%-38.7pp | 519.73%-556.0pp |
| Employer contribution / active EE | $2,806 | $3,216-12.8% | $2,485+12.9% | $4,779-41.3% |
| Participant deferral / active EE | $9,271 | $4,509+105.6% | $3,852+140.7% | $5,609+65.3% |
| Admin fee / account holder | $3,712 | $10,748-65.5% | $6,675-44.4% | $10,827-65.7% |