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 | $35,186 | $180,449-80.5% | $154,107-77.2% | $135,375-74.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -10.40% | 888.09%-898.5pp | 735.12%-745.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $3,203 | $6,035-46.9% | $5,298-39.5% | $4,779-33.0% |
| Participant deferral / active EE | $9,450 | $5,806+62.8% | $5,081+86.0% | $5,609+68.5% |
| Admin fee / account holder | $883 | $16,143-94.5% | $13,411-93.4% | $10,827-91.8% |