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 | $48,114 | $62,586-23.1% | $76,768-37.3% | $64,186-25.0% |
| Participation rate | 97.8% | 72.8%+25.0pp | 77.0%+20.8pp | 69.6%+28.2pp |
| Annual return | -8.70% | -1.95%-6.8pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,808 | $1,832-1.3% | $2,485-27.2% | $2,381-24.0% |
| Participant deferral / active EE | $5,368 | $3,145+70.7% | $3,852+39.4% | $3,470+54.7% |
| Admin fee / account holder | $2,679 | $4,667-42.6% | $6,675-59.9% | $4,888-45.2% |