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 | $51,666 | $127,100-59.3% | $105,738-51.1% | $135,375-61.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.04% | 4.49%-13.5pp | 6.27%-15.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $8,475 | $4,107+106.4% | $3,268+159.3% | $4,779+77.4% |
| Participant deferral / active EE | $8,788 | $5,064+73.5% | $4,080+115.4% | $5,609+56.7% |
| Admin fee / account holder | $421 | $9,087-95.4% | $6,913-93.9% | $10,827-96.1% |