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 | $50,974 | $160,055-68.2% | $140,016-63.6% | $135,375-62.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -16.06% | 911.38%-927.4pp | 651.12%-667.2pp | 519.73%-535.8pp |
| Employer contribution / active EE | $9,081 | $6,420+41.4% | $5,606+62.0% | $4,779+90.0% |
| Participant deferral / active EE | $14,650 | $7,642+91.7% | $6,927+111.5% | $5,609+161.2% |
| Admin fee / account holder | $609 | $13,328-95.4% | $10,705-94.3% | $10,827-94.4% |