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 8-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 | $3,360 | $76,738-95.6% | $56,411-94.0% | $145,922-97.7% |
| Participation rate | 90.5% | 63.2%+27.3pp | 52.5%+38.0pp | 80.3%+10.2pp |
| Annual return | -5.99% | 2994.23%-3000.2pp | 1701.33%-1707.3pp | 561.29%-567.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,358 | $2,623-10.1% | $1,952+20.8% | $6,688-64.7% |
| Admin fee / account holder | $498 | $3,334-85.1% | $2,829-82.4% | $13,397-96.3% |