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 6-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 | $12,637 | $133,958-90.6% | $112,228-88.7% | $134,475-90.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.00% | 47.11%-69.1pp | 27.45%-49.4pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,104 | $4,038-47.9% | $3,635-42.1% | $4,740-55.6% |
| Participant deferral / active EE | $1,579 | $5,291-70.1% | $4,728-66.6% | $6,400-75.3% |
| Admin fee / account holder | $440 | $7,489-94.1% | $6,410-93.1% | $11,426-96.2% |