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 6-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 | $39,244 | $73,933-46.9% | $96,683-59.4% | $75,163-47.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -6.99% | 26.70%-33.7pp | 35.69%-42.7pp | 160.62%-167.6pp |
| Employer contribution / active EE | $9,610 | $2,928+228.2% | $3,737+157.2% | $2,670+259.9% |
| Participant deferral / active EE | $7,441 | $3,659+103.4% | $4,878+52.5% | $4,125+80.4% |
| Admin fee / account holder | $1,460 | $5,216-72.0% | $6,730-78.3% | $5,651-74.2% |