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 10-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 | $36,635 | $97,044-62.2% | $83,333-56.0% | $135,375-72.9% |
| Participation rate | 84.6% | 80.4%+4.2pp | 77.8%+6.9pp | 82.6%+2.0pp |
| Annual return | -12.32% | 12.31%-24.6pp | 10.63%-22.9pp | 519.73%-532.0pp |
| Employer contribution / active EE | $2,456 | $4,143-40.7% | $3,379-27.3% | $4,779-48.6% |
| Participant deferral / active EE | $6,414 | $5,964+7.5% | $5,565+15.3% | $5,609+14.4% |
| Admin fee / account holder | $3,045 | $8,380-63.7% | $7,510-59.5% | $10,827-71.9% |