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 4-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 | $18,584 | $82,664-77.5% | $125,339-85.2% | $68,494-72.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -30.74% | -5.97%-24.8pp | 572.05%-602.8pp | -7.84%-22.9pp |
| Employer contribution / active EE | $7,246 | $3,381+114.3% | $4,814+50.5% | $2,596+179.1% |
| Participant deferral / active EE | $16,136 | $6,110+164.1% | $7,446+116.7% | $4,027+300.7% |
| Admin fee / account holder | $2,726 | $6,275-56.6% | $10,010-72.8% | $5,403-49.5% |