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 | $75,700 | $138,065-45.2% | $123,544-38.7% | $135,375-44.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.09% | 153.68%-165.8pp | 119.20%-131.3pp | 519.73%-531.8pp |
| Employer contribution / active EE | $17,053 | $5,151+231.0% | $4,628+268.5% | $4,779+256.8% |
| Participant deferral / active EE | $10,823 | $6,799+59.2% | $6,426+68.4% | $5,609+93.0% |
| Admin fee / account holder | $822 | $10,916-92.5% | $9,284-91.1% | $10,827-92.4% |