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 | $38,695 | $78,694-50.8% | $67,652-42.8% | $125,391-69.1% |
| Participation rate | 91.3% | 78.8%+12.5pp | 75.7%+15.6pp | 83.2%+8.1pp |
| Annual return | -3.73% | 9.46%-13.2pp | 6625.04%-6628.8pp | 282.22%-286.0pp |
| Employer contribution / active EE | $1,461 | $3,044-52.0% | $2,266-35.5% | $4,866-70.0% |
| Participant deferral / active EE | $2,608 | $4,292-39.2% | $3,560-26.7% | $5,352-51.3% |
| Admin fee / account holder | $350 | $7,403-95.3% | $4,821-92.7% | $9,540-96.3% |