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 | $49,398 | $127,065-61.1% | $113,168-56.3% | $142,382-65.3% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | -98.61% | 24.03%-122.6pp | 24.27%-122.9pp | 217.08%-315.7pp |
| Employer contribution / active EE | $29,829 | $3,442+766.6% | $2,975+902.6% | $4,299+593.8% |
| Participant deferral / active EE | $7,491 | $5,716+31.0% | $5,107+46.7% | $6,507+15.1% |
| Admin fee / account holder | $1,249 | $15,736-92.1% | $12,068-89.7% | $12,624-90.1% |