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 7-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 | $8,437 | $25,979-67.5% | $71,735-88.2% | $68,494-87.7% |
| Participation rate | 89.2% | 54.5%+34.7pp | 62.3%+26.9pp | 67.9%+21.3pp |
| Annual return | -19.91% | -15.10%-4.8pp | 9.14%-29.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,214 | $900+34.8% | $1,704-28.8% | $2,596-53.2% |
| Participant deferral / active EE | $3,181 | $1,522+109.0% | $2,658+19.7% | $4,027-21.0% |
| Admin fee / account holder | $395 | $2,022-80.5% | $3,974-90.1% | $5,403-92.7% |