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 5-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 | $2,506 | $84,402-97.0% | $61,373-95.9% | $134,475-98.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -31.23% | 584.55%-615.8pp | 338.61%-369.8pp | 417.96%-449.2pp |
| Employer contribution / active EE | $1,089 | $1,544-29.5% | $1,159-6.1% | $4,740-77.0% |
| Participant deferral / active EE | $1,505 | $2,819-46.6% | $2,125-29.2% | $6,400-76.5% |
| Admin fee / account holder | $494 | $2,585-80.9% | $2,130-76.8% | $11,426-95.7% |