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 | $28,969 | $100,852-71.3% | $90,404-68.0% | $158,922-81.8% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | -12.73% | 1724.20%-1736.9pp | 1293.02%-1305.8pp | 302.83%-315.6pp |
| Employer contribution / active EE | $2,977 | $3,689-19.3% | $3,262-8.7% | $4,761-37.5% |
| Participant deferral / active EE | $6,001 | $4,348+38.0% | $3,963+51.4% | $5,982+0.3% |
| Admin fee / account holder | $47,590 | $6,501+632.0% | $5,611+748.2% | $11,246+323.2% |