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 | $2,725 | $81,625-96.7% | $58,482-95.3% | $139,434-98.0% |
| Participation rate | 79.2% | 61.3%+17.8pp | 50.9%+28.3pp | 80.3%-1.2pp |
| Annual return | -34.91% | 7404.20%-7439.1pp | 4239.32%-4274.2pp | 372.94%-407.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,633 | $2,557-36.1% | $1,924-15.1% | $6,710-75.7% |
| Admin fee / account holder | $807 | $3,265-75.3% | $2,516-67.9% | $11,403-92.9% |