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 8-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 | $16,678 | $88,594-81.2% | $70,092-76.2% | $134,475-87.6% |
| Participation rate | 84.2% | 74.9%+9.3pp | 70.5%+13.7pp | 81.2%+3.0pp |
| Annual return | -21.83% | 442.67%-464.5pp | 190.73%-212.6pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,060 | $3,233-36.3% | $2,559-19.5% | $4,740-56.5% |
| Participant deferral / active EE | $2,865 | $4,772-40.0% | $3,849-25.6% | $6,400-55.2% |
| Admin fee / account holder | $1,151 | $10,441-89.0% | $6,267-81.6% | $11,426-89.9% |