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 | $150,253 | $95,862+56.7% | $79,550+88.9% | $134,475+11.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -33.11% | -2.69%-30.4pp | 0.16%-33.3pp | 417.96%-451.1pp |
| Employer contribution / active EE | $14,522 | $3,128+364.3% | $2,413+501.8% | $4,740+206.4% |
| Participant deferral / active EE | $5,500 | $4,693+17.2% | $3,985+38.0% | $6,400-14.1% |
| Admin fee / account holder | $454 | $9,126-95.0% | $6,832-93.4% | $11,426-96.0% |