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 | $24,641 | $54,350-54.7% | $82,719-70.2% | $68,494-64.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.73% | -13.67%-7.1pp | 701.18%-721.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,452 | $2,218-34.5% | $3,009-51.7% | $2,596-44.1% |
| Participant deferral / active EE | $6,352 | $3,246+95.7% | $4,395+44.5% | $4,027+57.7% |
| Admin fee / account holder | $2,953 | $4,395-32.8% | $5,329-44.6% | $5,403-45.3% |