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 6-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 | $43,136 | $99,640-56.7% | $86,436-50.1% | $134,475-67.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -23.22% | 6782.58%-6805.8pp | 4394.89%-4418.1pp | 417.96%-441.2pp |
| Employer contribution / active EE | $5,803 | $4,400+31.9% | $3,769+54.0% | $4,740+22.4% |
| Participant deferral / active EE | $8,073 | $7,246+11.4% | $6,952+16.1% | $6,400+26.1% |
| Admin fee / account holder | $3,121 | $8,371-62.7% | $6,731-53.6% | $11,426-72.7% |