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 | $65,054 | $180,449-63.9% | $154,107-57.8% | $135,375-51.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -13.34% | 888.09%-901.4pp | 735.12%-748.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $6,336 | $6,035+5.0% | $5,298+19.6% | $4,779+32.6% |
| Participant deferral / active EE | $6,336 | $5,806+9.1% | $5,081+24.7% | $5,609+13.0% |
| Admin fee / account holder | $319 | $16,143-98.0% | $13,411-97.6% | $10,827-97.1% |