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 | $88,389 | $135,635-34.8% | $110,238-19.8% | $135,375-34.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.36% | 513.19%-523.5pp | 314.74%-325.1pp | 519.73%-530.1pp |
| Employer contribution / active EE | $10,954 | $4,906+123.3% | $3,826+186.3% | $4,779+129.2% |
| Participant deferral / active EE | $17,074 | $5,506+210.1% | $4,672+265.5% | $5,609+204.4% |
| Admin fee / account holder | $2,444 | $11,457-78.7% | $8,547-71.4% | $10,827-77.4% |