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 5-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 | $17,687 | $96,635-81.7% | $86,612-79.6% | $139,434-87.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -3.68% | 106.41%-110.1pp | 591.07%-594.8pp | 372.94%-376.6pp |
| Employer contribution / active EE | $2,524 | $3,263-22.6% | $3,022-16.5% | $4,751-46.9% |
| Participant deferral / active EE | $12,212 | $4,836+152.5% | $4,438+175.2% | $6,710+82.0% |
| Admin fee / account holder | $2,200 | $6,408-65.7% | $5,614-60.8% | $11,403-80.7% |