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 | $22,568 | $55,415-59.3% | $155,509-85.5% | $74,495-69.7% |
| Participation rate | 73.5% | 61.9%+11.6pp | 78.2%-4.7pp | 67.2%+6.3pp |
| Annual return | -3.45% | 268.50%-272.0pp | 64.67%-68.1pp | 1364.94%-1368.4pp |
| Employer contribution / active EE | $1,157 | $2,267-48.9% | $4,672-75.2% | $2,623-55.9% |
| Participant deferral / active EE | $898 | $2,836-68.3% | $5,626-84.0% | $4,346-79.3% |
| Admin fee / account holder | $4,202 | $1,738+141.8% | $15,912-73.6% | $1,942+116.4% |