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 | $42,901 | $92,703-53.7% | $82,719-48.1% | $134,475-68.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -25.32% | 944.92%-970.2pp | 701.18%-726.5pp | 417.96%-443.3pp |
| Employer contribution / active EE | $4,835 | $3,274+47.7% | $3,009+60.7% | $4,740+2.0% |
| Participant deferral / active EE | $5,915 | $4,802+23.2% | $4,395+34.6% | $6,400-7.6% |
| Admin fee / account holder | $486 | $5,983-91.9% | $5,329-90.9% | $11,426-95.7% |