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 | $38,797 | $110,094-64.8% | $151,611-74.4% | $68,494-43.4% |
| Participation rate | 88.1% | 84.0%+4.1pp | 87.5%+0.6pp | 67.9%+20.2pp |
| Annual return | -18.74% | -10.12%-8.6pp | 3.33%-22.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,518 | $4,471-21.3% | $6,166-42.9% | $2,596+35.5% |
| Participant deferral / active EE | $7,506 | $6,527+15.0% | $8,363-10.3% | $4,027+86.4% |
| Admin fee / account holder | $1,217 | $7,719-84.2% | $11,616-89.5% | $5,403-77.5% |