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 | $31,795 | $48,265-34.1% | $68,791-53.8% | $68,494-53.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -19.94% | -12.71%-7.2pp | -6.38%-13.6pp | -7.84%-12.1pp |
| Employer contribution / active EE | $7,731 | $1,829+322.8% | $2,655+191.2% | $2,596+197.8% |
| Participant deferral / active EE | $4,797 | $2,867+67.4% | $3,941+21.7% | $4,027+19.1% |
| Admin fee / account holder | $581 | $4,355-86.7% | $4,932-88.2% | $5,403-89.2% |