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 | $24,702 | $84,695-70.8% | $73,843-66.5% | $125,391-80.3% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -5.41% | 3123.53%-3128.9pp | 2267.84%-2273.2pp | 282.22%-287.6pp |
| Employer contribution / active EE | $4,509 | $3,123+44.4% | $2,787+61.8% | $4,866-7.3% |
| Participant deferral / active EE | $10,620 | $3,992+166.0% | $3,583+196.4% | $5,352+98.4% |
| Admin fee / account holder | $2,084 | $5,691-63.4% | $4,880-57.3% | $9,540-78.2% |