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 6-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 | $41,731 | $81,900-49.0% | $119,609-65.1% | $68,494-39.1% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.3%+17.5pp | 67.9%+28.9pp |
| Annual return | -19.24% | -23.82%+4.6pp | -14.97%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $8,854 | $2,693+228.7% | $4,232+109.2% | $2,596+241.0% |
| Participant deferral / active EE | $9,063 | $4,148+118.5% | $5,602+61.8% | $4,027+125.0% |
| Admin fee / account holder | $2,021 | $6,582-69.3% | $10,323-80.4% | $5,403-62.6% |