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 | $41,092 | $90,503-54.6% | $78,689-47.8% | $273,961-85.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | -1.02% | 75.60%-76.6pp | 62.18%-63.2pp | 41.45%-42.5pp |
| Employer contribution / active EE | $2,529 | $3,176-20.4% | $2,851-11.3% | $4,869-48.1% |
| Participant deferral / active EE | $5,836 | $3,901+49.6% | $3,517+66.0% | $5,287+10.4% |
| Admin fee / account holder | $2,828 | $5,263-46.3% | $4,510-37.3% | $10,132-72.1% |