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 7-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 | $61,328 | $108,919-43.7% | $100,391-38.9% | $145,922-58.0% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | -1.98% | 57.88%-59.9pp | 49.20%-51.2pp | 561.29%-563.3pp |
| Employer contribution / active EE | $2,162 | $4,419-51.1% | $3,942-45.2% | $4,660-53.6% |
| Participant deferral / active EE | $4,080 | $8,445-51.7% | $8,082-49.5% | $6,688-39.0% |
| Admin fee / account holder | $8,834 | $9,689-8.8% | $7,899+11.8% | $13,397-34.1% |