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 | $166,175 | $112,096+48.2% | $95,952+73.2% | $158,922+4.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -22.59% | 171.09%-193.7pp | 91.61%-114.2pp | 302.83%-325.4pp |
| Employer contribution / active EE | $2,396 | $3,198-25.1% | $2,541-5.7% | $4,761-49.7% |
| Participant deferral / active EE | $9,871 | $4,784+106.3% | $4,167+136.9% | $5,982+65.0% |
| Admin fee / account holder | $488 | $10,130-95.2% | $6,795-92.8% | $11,246-95.7% |