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 | $29,494 | $180,449-83.7% | $154,107-80.9% | $135,375-78.2% |
| Participation rate | 76.2% | 87.4%-11.2pp | 83.0%-6.8pp | 82.6%-6.5pp |
| Annual return | -8.82% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,850 | $6,035-69.4% | $5,298-65.1% | $4,779-61.3% |
| Participant deferral / active EE | $3,286 | $5,806-43.4% | $5,081-35.3% | $5,609-41.4% |
| Admin fee / account holder | $491 | $16,143-97.0% | $13,411-96.3% | $10,827-95.5% |