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 | $59,334 | $180,449-67.1% | $154,107-61.5% | $135,375-56.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.71% | 888.09%-902.8pp | 735.12%-749.8pp | 519.73%-534.4pp |
| Employer contribution / active EE | $3,889 | $6,035-35.6% | $5,298-26.6% | $4,779-18.6% |
| Participant deferral / active EE | $7,994 | $5,806+37.7% | $5,081+57.3% | $5,609+42.5% |
| Admin fee / account holder | $568 | $16,143-96.5% | $13,411-95.8% | $10,827-94.8% |