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 | $78,730 | $91,538-14.0% | $129,995-39.4% | $75,163+4.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 9.46% | -631.11%+640.6pp | -137.18%+146.6pp | 160.62%-151.2pp |
| Employer contribution / active EE | $5,994 | $2,845+110.7% | $4,320+38.8% | $2,670+124.5% |
| Participant deferral / active EE | $3,927 | $4,341-9.5% | $5,820-32.5% | $4,125-4.8% |
| Admin fee / account holder | $1,519 | $6,790-77.6% | $10,614-85.7% | $5,651-73.1% |