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 9-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 | $11,823 | $54,350-78.2% | $82,719-85.7% | $68,494-82.7% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -20.45% | -13.67%-6.8pp | 701.18%-721.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,518 | $2,218-31.6% | $3,009-49.5% | $2,596-41.5% |
| Participant deferral / active EE | $3,361 | $3,246+3.5% | $4,395-23.5% | $4,027-16.5% |
| Admin fee / account holder | $417 | $4,395-90.5% | $5,329-92.2% | $5,403-92.3% |