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 | $26,661 | $81,900-67.4% | $119,609-77.7% | $68,494-61.1% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -19.19% | -23.82%+4.6pp | -14.97%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,507 | $2,693-44.1% | $4,232-64.4% | $2,596-42.0% |
| Participant deferral / active EE | $3,286 | $4,148-20.8% | $5,602-41.3% | $4,027-18.4% |
| Admin fee / account holder | $526 | $6,582-92.0% | $10,323-94.9% | $5,403-90.3% |