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 7-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 | $19,887 | $99,640-80.0% | $86,436-77.0% | $134,475-85.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.06% | 6782.58%-6807.6pp | 4394.89%-4420.0pp | 417.96%-443.0pp |
| Employer contribution / active EE | $12,656 | $4,400+187.6% | $3,769+235.8% | $4,740+167.0% |
| Participant deferral / active EE | $18,771 | $7,246+159.1% | $6,952+170.0% | $6,400+193.3% |
| Admin fee / account holder | $3,568 | $8,371-57.4% | $6,731-47.0% | $11,426-68.8% |