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 7-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 | $19,330 | $82,664-76.6% | $125,339-84.6% | $68,494-71.8% |
| Participation rate | 87.7% | 75.0%+12.6pp | 82.4%+5.3pp | 67.9%+19.8pp |
| Annual return | -20.44% | -5.97%-14.5pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,619 | $6,110+122.9% | $7,446+82.9% | $4,027+238.2% |
| Admin fee / account holder | $1,093 | $6,275-82.6% | $10,010-89.1% | $5,403-79.8% |