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 | $30,634 | $90,600-66.2% | $79,464-61.4% | $135,375-77.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -16.25% | 977.43%-993.7pp | 718.14%-734.4pp | 519.73%-536.0pp |
| Employer contribution / active EE | $4,506 | $3,068+46.9% | $2,800+60.9% | $4,779-5.7% |
| Participant deferral / active EE | $8,719 | $4,050+115.3% | $3,704+135.4% | $5,609+55.5% |
| Admin fee / account holder | $1,368 | $5,907-76.8% | $5,113-73.2% | $10,827-87.4% |