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 | $34,840 | $126,574-72.5% | $106,213-67.2% | $145,922-76.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -17.20% | 224.79%-242.0pp | 116.14%-133.3pp | 561.29%-578.5pp |
| Employer contribution / active EE | $1,986 | $3,730-46.8% | $3,171-37.4% | $4,660-57.4% |
| Participant deferral / active EE | $12,763 | $5,724+123.0% | $5,016+154.4% | $6,688+90.8% |
| Admin fee / account holder | $7,053 | $17,304-59.2% | $11,033-36.1% | $13,397-47.4% |