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 | $22,420 | $142,344-84.2% | $119,609-81.3% | $134,475-83.3% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -20.74% | -12.44%-8.3pp | -14.97%-5.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,042 | $5,222-41.7% | $4,232-28.1% | $4,740-35.8% |
| Participant deferral / active EE | $8,054 | $6,469+24.5% | $5,602+43.8% | $6,400+25.9% |
| Admin fee / account holder | $712 | $13,584-94.8% | $10,323-93.1% | $11,426-93.8% |