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 | $23,848 | $97,757-75.6% | $83,848-71.6% | $135,375-82.4% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -13.08% | 1287.37%-1300.4pp | 850.88%-864.0pp | 519.73%-532.8pp |
| Employer contribution / active EE | $5,060 | $4,222+19.9% | $3,631+39.4% | $4,779+5.9% |
| Participant deferral / active EE | $5,200 | $4,682+11.1% | $4,082+27.4% | $5,609-7.3% |
| Admin fee / account holder | $5,305 | $6,674-20.5% | $5,478-3.2% | $10,827-51.0% |