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 | $80,131 | $138,065-42.0% | $123,544-35.1% | $135,375-40.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.79% | 153.68%-167.5pp | 119.20%-133.0pp | 519.73%-533.5pp |
| Employer contribution / active EE | $14,900 | $5,151+189.2% | $4,628+222.0% | $4,779+211.8% |
| Participant deferral / active EE | $7,914 | $6,799+16.4% | $6,426+23.2% | $5,609+41.1% |
| Admin fee / account holder | $3,026 | $10,916-72.3% | $9,284-67.4% | $10,827-72.1% |