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 | $37,214 | $88,594-58.0% | $70,092-46.9% | $134,475-72.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -25.68% | 442.67%-468.3pp | 190.73%-216.4pp | 417.96%-443.6pp |
| Employer contribution / active EE | $12,426 | $3,233+284.4% | $2,559+385.6% | $4,740+162.2% |
| Participant deferral / active EE | $16,098 | $4,772+237.3% | $3,849+318.3% | $6,400+151.5% |
| Admin fee / account holder | $656 | $10,441-93.7% | $6,267-89.5% | $11,426-94.3% |