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 | $79,900 | $165,335-51.7% | $149,696-46.6% | $158,922-49.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -12.67% | 348.15%-360.8pp | 276.60%-289.3pp | 302.83%-315.5pp |
| Employer contribution / active EE | $12,215 | $5,103+139.4% | $4,644+163.0% | $4,761+156.5% |
| Participant deferral / active EE | $6,150 | $7,181-14.4% | $6,842-10.1% | $5,982+2.8% |
| Admin fee / account holder | $306 | $10,807-97.2% | $9,309-96.7% | $11,246-97.3% |