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 | $28,302 | $138,065-79.5% | $123,544-77.1% | $135,375-79.1% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -9.84% | 153.68%-163.5pp | 119.20%-129.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,660 | $5,151-48.4% | $4,628-42.5% | $4,779-44.3% |
| Participant deferral / active EE | $7,258 | $6,799+6.8% | $6,426+13.0% | $5,609+29.4% |
| Admin fee / account holder | $972 | $10,916-91.1% | $9,284-89.5% | $10,827-91.0% |