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 | $77,727 | $110,094-29.4% | $151,611-48.7% | $68,494+13.5% |
| Participation rate | 81.4% | 84.0%-2.6pp | 87.5%-6.1pp | 67.9%+13.5pp |
| Annual return | -26.93% | -10.12%-16.8pp | 3.33%-30.3pp | -7.84%-19.1pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,135 | $6,527-6.0% | $8,363-26.6% | $4,027+52.3% |
| Admin fee / account holder | $3,893 | $7,719-49.6% | $11,616-66.5% | $5,403-27.9% |