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 | $99,231 | $138,044-28.1% | $125,339-20.8% | $134,475-26.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.76% | 750.33%-775.1pp | 572.05%-596.8pp | 417.96%-442.7pp |
| Employer contribution / active EE | $4,633 | $5,243-11.6% | $4,814-3.8% | $4,740-2.3% |
| Participant deferral / active EE | $3,085 | $7,799-60.4% | $7,446-58.6% | $6,400-51.8% |
| Admin fee / account holder | $5,576 | $11,571-51.8% | $10,010-44.3% | $11,426-51.2% |