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 | $36,713 | $180,449-79.7% | $154,107-76.2% | $135,375-72.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.04% | 888.09%-899.1pp | 735.12%-746.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $10,800 | $6,035+79.0% | $5,298+103.9% | $4,779+126.0% |
| Participant deferral / active EE | $7,121 | $5,806+22.6% | $5,081+40.2% | $5,609+27.0% |
| Admin fee / account holder | $1,541 | $16,143-90.5% | $13,411-88.5% | $10,827-85.8% |