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 4-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 | $2,349 | $70,606-96.7% | $53,898-95.6% | $142,382-98.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -9.74% | 619.81%-629.6pp | 528.60%-538.3pp | 217.08%-226.8pp |
| Employer contribution / active EE | $436 | $1,202-63.8% | $932-53.3% | $4,299-89.9% |
| Participant deferral / active EE | $699 | $2,364-70.4% | $1,826-61.7% | $6,507-89.3% |
| Admin fee / account holder | $737 | $2,852-74.1% | $2,491-70.4% | $12,624-94.2% |