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 | $34,655 | $72,404-52.1% | $110,238-68.6% | $64,186-46.0% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | -7.71% | -6.29%-1.4pp | 314.74%-322.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,157 | $2,282-5.5% | $3,826-43.6% | $2,381-9.4% |
| Participant deferral / active EE | $10,051 | $3,469+189.7% | $4,672+115.1% | $3,470+189.7% |
| Admin fee / account holder | $5,418 | $5,664-4.3% | $8,547-36.6% | $4,888+10.8% |