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 | $40,725 | $138,044-70.5% | $125,339-67.5% | $134,475-69.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.92% | 750.33%-773.2pp | 572.05%-595.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $6,235 | $5,243+18.9% | $4,814+29.5% | $4,740+31.5% |
| Participant deferral / active EE | $6,486 | $7,799-16.8% | $7,446-12.9% | $6,400+1.3% |
| Admin fee / account holder | $1,965 | $11,571-83.0% | $10,010-80.4% | $11,426-82.8% |