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 | $47,536 | $76,000-37.5% | $154,107-69.2% | $64,186-25.9% |
| Participation rate | 82.1% | 70.4%+11.6pp | 83.0%-1.0pp | 69.6%+12.5pp |
| Annual return | -8.78% | 30.32%-39.1pp | 735.12%-743.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $3,816 | $3,351+13.9% | $5,298-28.0% | $2,381+60.3% |
| Participant deferral / active EE | $11,840 | $3,175+272.9% | $5,081+133.0% | $3,470+241.3% |
| Admin fee / account holder | $304 | $5,596-94.6% | $13,411-97.7% | $4,888-93.8% |