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 | $61,791 | $97,757-36.8% | $83,848-26.3% | $135,375-54.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.45% | 1287.37%-1303.8pp | 850.88%-867.3pp | 519.73%-536.2pp |
| Employer contribution / active EE | $9,326 | $4,222+120.9% | $3,631+156.8% | $4,779+95.1% |
| Participant deferral / active EE | $9,502 | $4,682+102.9% | $4,082+132.8% | $5,609+69.4% |
| Admin fee / account holder | $6,985 | $6,674+4.7% | $5,478+27.5% | $10,827-35.5% |