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 | $51,889 | $49,177+5.5% | $79,464-34.7% | $64,186-19.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -9.57% | -1.16%-8.4pp | 718.14%-727.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $3,273 | $2,076+57.6% | $2,800+16.9% | $2,381+37.5% |
| Participant deferral / active EE | $3,610 | $2,821+27.9% | $3,704-2.5% | $3,470+4.0% |
| Admin fee / account holder | $1,684 | $3,839-56.1% | $5,113-67.1% | $4,888-65.5% |