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 | $35,824 | $90,600-60.5% | $79,464-54.9% | $135,375-73.5% |
| Participation rate | 94.7% | 76.0%+18.7pp | 73.3%+21.4pp | 82.6%+12.1pp |
| Annual return | -11.74% | 977.43%-989.2pp | 718.14%-729.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,132 | $3,068-30.5% | $2,800-23.9% | $4,779-55.4% |
| Participant deferral / active EE | $5,024 | $4,050+24.0% | $3,704+35.6% | $5,609-10.4% |
| Admin fee / account holder | $1,349 | $5,907-77.2% | $5,113-73.6% | $10,827-87.5% |