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 8-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 | $25,142 | $92,703-72.9% | $82,719-69.6% | $134,475-81.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.57% | 944.92%-967.5pp | 701.18%-723.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,880 | $3,274-42.6% | $3,009-37.5% | $4,740-60.3% |
| Participant deferral / active EE | $5,927 | $4,802+23.4% | $4,395+34.9% | $6,400-7.4% |
| Admin fee / account holder | $7,777 | $5,983+30.0% | $5,329+45.9% | $11,426-31.9% |