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 | $108,406 | $84,402+28.4% | $61,373+76.6% | $134,475-19.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -22.37% | 584.55%-606.9pp | 338.61%-361.0pp | 417.96%-440.3pp |
| Employer contribution / active EE | $3,302 | $1,544+113.8% | $1,159+184.8% | $4,740-30.3% |
| Participant deferral / active EE | $10,991 | $2,819+289.9% | $2,125+417.2% | $6,400+71.7% |
| Admin fee / account holder | $10,403 | $2,585+302.4% | $2,130+388.5% | $11,426-9.0% |