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 | $20,916 | $56,357-62.9% | $104,294-79.9% | $68,494-69.5% |
| Participation rate | 93.0% | 63.3%+29.7pp | 73.3%+19.7pp | 67.9%+25.1pp |
| Annual return | -24.93% | -9.19%-15.7pp | 24.61%-49.5pp | -7.84%-17.1pp |
| Employer contribution / active EE | $12,851 | $1,960+555.6% | $3,372+281.1% | $2,596+395.0% |
| Participant deferral / active EE | $4,845 | $3,077+57.5% | $4,625+4.8% | $4,027+20.3% |
| Admin fee / account holder | $786 | $4,903-84.0% | $7,339-89.3% | $5,403-85.4% |