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 | $25,146 | $138,065-81.8% | $123,544-79.6% | $135,375-81.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.73% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,918 | $5,151-23.9% | $4,628-15.3% | $4,779-18.0% |
| Participant deferral / active EE | $4,191 | $6,799-38.4% | $6,426-34.8% | $5,609-25.3% |
| Admin fee / account holder | $2,105 | $10,916-80.7% | $9,284-77.3% | $10,827-80.6% |