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 | $33,633 | $91,538-63.3% | $129,995-74.1% | $75,163-55.3% |
| Participation rate | 73.1% | 71.4%+1.6pp | 78.5%-5.4pp | 67.2%+5.9pp |
| Annual return | 11.47% | -631.11%+642.6pp | -137.18%+148.6pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,099 | $2,845-61.4% | $4,320-74.6% | $2,670-58.8% |
| Participant deferral / active EE | $2,469 | $4,341-43.1% | $5,820-57.6% | $4,125-40.1% |
| Admin fee / account holder | $2,197 | $6,790-67.6% | $10,614-79.3% | $5,651-61.1% |