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 8-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 | $22,447 | $92,703-75.8% | $82,719-72.9% | $134,475-83.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -21.14% | 944.92%-966.1pp | 701.18%-722.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,287 | $3,274-30.1% | $3,009-24.0% | $4,740-51.7% |
| Participant deferral / active EE | $8,923 | $4,802+85.8% | $4,395+103.0% | $6,400+39.4% |
| Admin fee / account holder | $326 | $5,983-94.5% | $5,329-93.9% | $11,426-97.1% |