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 | $31,415 | $92,703-66.1% | $82,719-62.0% | $134,475-76.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.72% | 944.92%-966.6pp | 701.18%-722.9pp | 417.96%-439.7pp |
| Employer contribution / active EE | $3,381 | $3,274+3.3% | $3,009+12.4% | $4,740-28.7% |
| Participant deferral / active EE | $5,153 | $4,802+7.3% | $4,395+17.2% | $6,400-19.5% |
| Admin fee / account holder | $494 | $5,983-91.7% | $5,329-90.7% | $11,426-95.7% |