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 | $39,435 | $78,694-49.9% | $67,652-41.7% | $125,391-68.6% |
| Participation rate | 72.2% | 78.8%-6.6pp | 75.7%-3.4pp | 83.2%-11.0pp |
| Annual return | -5.12% | 9.46%-14.6pp | 6625.04%-6630.2pp | 282.22%-287.3pp |
| Employer contribution / active EE | $7,352 | $3,044+141.6% | $2,266+224.5% | $4,866+51.1% |
| Participant deferral / active EE | $4,106 | $4,292-4.3% | $3,560+15.3% | $5,352-23.3% |
| Admin fee / account holder | $831 | $7,403-88.8% | $4,821-82.8% | $9,540-91.3% |