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 | $30,004 | $138,065-78.3% | $123,544-75.7% | $135,375-77.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.22% | 153.68%-164.9pp | 119.20%-130.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $2,544 | $5,151-50.6% | $4,628-45.0% | $4,779-46.8% |
| Participant deferral / active EE | $5,728 | $6,799-15.8% | $6,426-10.9% | $5,609+2.1% |
| Admin fee / account holder | $313 | $10,916-97.1% | $9,284-96.6% | $10,827-97.1% |