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 5-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 | $19,609 | $64,707-69.7% | $112,228-82.5% | $68,494-71.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.45% | -11.40%-10.1pp | 27.45%-48.9pp | -7.84%-13.6pp |
| Employer contribution / active EE | $3,795 | $2,746+38.2% | $3,635+4.4% | $2,596+46.2% |
| Participant deferral / active EE | $5,870 | $3,565+64.7% | $4,728+24.2% | $4,027+45.8% |
| Admin fee / account holder | $686 | $5,232-86.9% | $6,410-89.3% | $5,403-87.3% |