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 5-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 | $30,837 | $99,918-69.1% | $81,382-62.1% | $145,922-78.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | -1.67% | 34.32%-36.0pp | 24.73%-26.4pp | 561.29%-563.0pp |
| Employer contribution / active EE | $3,994 | $2,978+34.1% | $2,463+62.2% | $4,660-14.3% |
| Participant deferral / active EE | $7,447 | $4,605+61.7% | $3,883+91.8% | $6,688+11.3% |
| Admin fee / account holder | $3,562 | $8,212-56.6% | $5,768-38.3% | $13,397-73.4% |