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 | $47,968 | $82,664-42.0% | $125,339-61.7% | $68,494-30.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.19% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $7,323 | $3,381+116.6% | $4,814+52.1% | $2,596+182.0% |
| Participant deferral / active EE | $8,335 | $6,110+36.4% | $7,446+11.9% | $4,027+107.0% |
| Admin fee / account holder | $956 | $6,275-84.8% | $10,010-90.5% | $5,403-82.3% |