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 | $153,254 | $209,411-26.8% | $178,490-14.1% | $158,922-3.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.96% | 188.75%-191.7pp | 151.07%-154.0pp | 302.83%-305.8pp |
| Employer contribution / active EE | $1,652 | $5,706-71.1% | $5,011-67.0% | $4,761-65.3% |
| Participant deferral / active EE | $4,383 | $5,954-26.4% | $5,202-15.7% | $5,982-26.7% |
| Admin fee / account holder | $4,634 | $17,074-72.9% | $13,984-66.9% | $11,246-58.8% |