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 | $7,375 | $92,703-92.0% | $82,719-91.1% | $134,475-94.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.13% | 944.92%-967.1pp | 701.18%-723.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,565 | $3,274-52.2% | $3,009-48.0% | $4,740-67.0% |
| Participant deferral / active EE | $3,259 | $4,802-32.1% | $4,395-25.8% | $6,400-49.1% |
| Admin fee / account holder | $972 | $5,983-83.8% | $5,329-81.8% | $11,426-91.5% |