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 9-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 | $25,840 | $91,190-71.7% | $178,490-85.5% | $79,858-67.6% |
| Participation rate | 77.8% | 69.2%+8.6pp | 81.9%-4.1pp | 69.6%+8.1pp |
| Annual return | -24.04% | 24.19%-48.2pp | 151.07%-175.1pp | 31.71%-55.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,444 | $3,236+222.7% | $5,202+100.8% | $3,740+179.3% |
| Admin fee / account holder | $9,545 | $6,751+41.4% | $13,984-31.7% | $5,306+79.9% |