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 10-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 | $107,050 | $95,971+11.5% | $74,550+43.6% | $135,375-20.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -24.12% | 56.96%-81.1pp | 32.53%-56.7pp | 519.73%-543.9pp |
| Employer contribution / active EE | $6,566 | $2,716+141.8% | $1,961+234.9% | $4,779+37.4% |
| Participant deferral / active EE | $8,886 | $3,843+131.2% | $3,108+185.9% | $5,609+58.4% |
| Admin fee / account holder | $309 | $6,522-95.3% | $5,060-93.9% | $10,827-97.1% |