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 | $55,597 | $77,813-28.6% | $123,544-55.0% | $64,186-13.4% |
| Participation rate | 74.3% | 74.7%-0.4pp | 82.3%-8.0pp | 69.6%+4.8pp |
| Annual return | -8.13% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,121 | $3,014-62.8% | $4,628-75.8% | $2,381-52.9% |
| Participant deferral / active EE | $4,324 | $5,240-17.5% | $6,426-32.7% | $3,470+24.6% |
| Admin fee / account holder | $3,019 | $5,519-45.3% | $9,284-67.5% | $4,888-38.2% |