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 | $62,502 | $160,055-60.9% | $140,016-55.4% | $135,375-53.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.94% | 911.38%-921.3pp | 651.12%-661.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,686 | $6,420-58.2% | $5,606-52.1% | $4,779-43.8% |
| Participant deferral / active EE | $5,820 | $7,642-23.8% | $6,927-16.0% | $5,609+3.8% |
| Admin fee / account holder | $1,764 | $13,328-86.8% | $10,705-83.5% | $10,827-83.7% |