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 | $87,741 | $167,307-47.6% | $143,757-39.0% | $134,475-34.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.27% | 0.46%-28.7pp | -0.04%-28.2pp | 417.96%-446.2pp |
| Employer contribution / active EE | $14,411 | $5,619+156.5% | $4,951+191.1% | $4,740+204.1% |
| Participant deferral / active EE | $16,206 | $6,446+151.4% | $5,637+187.5% | $6,400+153.2% |
| Admin fee / account holder | $366 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |