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 7-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 | $66,733 | $82,286-18.9% | $68,791-3.0% | $134,475-50.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.51% | -2.19%-20.3pp | -6.38%-16.1pp | 417.96%-440.5pp |
| Employer contribution / active EE | $23,735 | $3,301+619.1% | $2,655+793.9% | $4,740+400.8% |
| Participant deferral / active EE | $13,297 | $4,739+180.6% | $3,941+237.4% | $6,400+107.8% |
| Admin fee / account holder | $890 | $6,481-86.3% | $4,932-82.0% | $11,426-92.2% |