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 7-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 | $20,666 | $92,703-77.7% | $82,719-75.0% | $134,475-84.6% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -21.81% | 944.92%-966.7pp | 701.18%-723.0pp | 417.96%-439.8pp |
| Employer contribution / active EE | $3,186 | $3,274-2.7% | $3,009+5.9% | $4,740-32.8% |
| Participant deferral / active EE | $5,423 | $4,802+12.9% | $4,395+23.4% | $6,400-15.3% |
| Admin fee / account holder | $356 | $5,983-94.0% | $5,329-93.3% | $11,426-96.9% |