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 | $57,873 | $121,625-52.4% | $104,607-44.7% | $158,922-63.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -14.62% | 465.26%-479.9pp | 340.46%-355.1pp | 302.83%-317.4pp |
| Employer contribution / active EE | $3,176 | $3,163+0.4% | $2,681+18.5% | $4,761-33.3% |
| Participant deferral / active EE | $3,684 | $4,177-11.8% | $3,740-1.5% | $5,982-38.4% |
| Admin fee / account holder | $1,995 | $7,787-74.4% | $6,473-69.2% | $11,246-82.3% |