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 | $42,643 | $138,044-69.1% | $125,339-66.0% | $134,475-68.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -41.86% | 750.33%-792.2pp | 572.05%-613.9pp | 417.96%-459.8pp |
| Employer contribution / active EE | $3,710 | $5,243-29.2% | $4,814-22.9% | $4,740-21.7% |
| Participant deferral / active EE | $9,796 | $7,799+25.6% | $7,446+31.6% | $6,400+53.1% |
| Admin fee / account holder | $334 | $11,571-97.1% | $10,010-96.7% | $11,426-97.1% |