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 | $29,774 | $65,561-54.6% | $86,188-65.5% | $75,163-60.4% |
| Participation rate | 73.3% | 60.5%+12.8pp | 69.0%+4.4pp | 67.2%+6.1pp |
| Annual return | -55.91% | 46.05%-102.0pp | 1168.45%-1224.4pp | 160.62%-216.5pp |
| Employer contribution / active EE | $993 | $1,553-36.0% | $2,380-58.3% | $2,670-62.8% |
| Participant deferral / active EE | $2,618 | $3,024-13.4% | $3,985-34.3% | $4,125-36.5% |
| Admin fee / account holder | $796 | $5,474-85.5% | $6,852-88.4% | $5,651-85.9% |