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 | $51,199 | $168,632-69.6% | $147,614-65.3% | $125,391-59.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.01% | 77.65%-83.7pp | 61.98%-68.0pp | 282.22%-288.2pp |
| Employer contribution / active EE | $3,183 | $6,252-49.1% | $5,564-42.8% | $4,866-34.6% |
| Participant deferral / active EE | $5,468 | $5,507-0.7% | $4,895+11.7% | $5,352+2.2% |
| Admin fee / account holder | $535 | $13,580-96.1% | $11,611-95.4% | $9,540-94.4% |