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 9-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 | $47,888 | $211,958-77.4% | $169,463-71.7% | $135,375-64.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.61% | 3.26%-14.9pp | 1.83%-13.4pp | 519.73%-531.3pp |
| Employer contribution / active EE | $13,891 | $5,120+171.3% | $4,159+234.0% | $4,779+190.7% |
| Participant deferral / active EE | $11,217 | $6,075+84.6% | $5,277+112.6% | $5,609+100.0% |
| Admin fee / account holder | $398 | $11,471-96.5% | $9,109-95.6% | $10,827-96.3% |