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 | $76,060 | $180,449-57.8% | $154,107-50.6% | $135,375-43.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.97% | 888.09%-906.1pp | 735.12%-753.1pp | 519.73%-537.7pp |
| Employer contribution / active EE | $1,492 | $6,035-75.3% | $5,298-71.8% | $4,779-68.8% |
| Participant deferral / active EE | $7,375 | $5,806+27.0% | $5,081+45.2% | $5,609+31.5% |
| Admin fee / account holder | $11,329 | $16,143-29.8% | $13,411-15.5% | $10,827+4.6% |