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 | $123,928 | $202,432-38.8% | $169,368-26.8% | $139,434-11.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -2.43% | 531.74%-534.2pp | 405.60%-408.0pp | 372.94%-375.4pp |
| Employer contribution / active EE | $2,211 | $4,692-52.9% | $4,013-44.9% | $4,751-53.5% |
| Participant deferral / active EE | $5,615 | $6,938-19.1% | $6,221-9.7% | $6,710-16.3% |
| Admin fee / account holder | $577 | $10,708-94.6% | $9,003-93.6% | $11,403-94.9% |