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 | $58,471 | $133,958-56.4% | $112,228-47.9% | $134,475-56.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.81% | 47.11%-71.9pp | 27.45%-52.3pp | 417.96%-442.8pp |
| Employer contribution / active EE | $1,616 | $4,038-60.0% | $3,635-55.5% | $4,740-65.9% |
| Participant deferral / active EE | $17,917 | $5,291+238.7% | $4,728+278.9% | $6,400+180.0% |
| Admin fee / account holder | $306 | $7,489-95.9% | $6,410-95.2% | $11,426-97.3% |