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 | $85,621 | $85,202+0.5% | $172,739-50.4% | $72,985+17.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | -4.07% | 27.32%-31.4pp | 802.84%-806.9pp | 81.00%-85.1pp |
| Employer contribution / active EE | $2,321 | $3,324-30.2% | $5,143-54.9% | $2,440-4.9% |
| Participant deferral / active EE | $4,786 | $3,260+46.8% | $5,198-7.9% | $3,607+32.7% |
| Admin fee / account holder | $39,394 | $5,884+569.5% | $13,954+182.3% | $5,124+668.8% |