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 | $42,954 | $62,586-31.4% | $76,768-44.0% | $64,186-33.1% |
| Participation rate | 79.4% | 72.8%+6.6pp | 77.0%+2.4pp | 69.6%+9.8pp |
| Annual return | -8.64% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,478 | $1,832-19.3% | $2,485-40.5% | $2,381-37.9% |
| Participant deferral / active EE | $3,531 | $3,145+12.3% | $3,852-8.3% | $3,470+1.8% |
| Admin fee / account holder | $1,634 | $4,667-65.0% | $6,675-75.5% | $4,888-66.6% |