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 | $64,339 | $97,757-34.2% | $83,848-23.3% | $135,375-52.5% |
| Participation rate | 87.0% | 80.0%+7.0pp | 76.1%+10.8pp | 82.6%+4.3pp |
| Annual return | -11.89% | 1287.37%-1299.3pp | 850.88%-862.8pp | 519.73%-531.6pp |
| Employer contribution / active EE | $4,948 | $4,222+17.2% | $3,631+36.3% | $4,779+3.5% |
| Participant deferral / active EE | $3,816 | $4,682-18.5% | $4,082-6.5% | $5,609-32.0% |
| Admin fee / account holder | $6,873 | $6,674+3.0% | $5,478+25.5% | $10,827-36.5% |