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 | $17,195 | $106,515-83.9% | $96,683-82.2% | $139,434-87.7% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | -0.64% | 38.43%-39.1pp | 35.69%-36.3pp | 372.94%-373.6pp |
| Employer contribution / active EE | $1,735 | $4,103-57.7% | $3,737-53.6% | $4,751-63.5% |
| Participant deferral / active EE | $2,139 | $5,454-60.8% | $4,878-56.1% | $6,710-68.1% |
| Admin fee / account holder | $1,443 | $7,877-81.7% | $6,730-78.6% | $11,403-87.3% |