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 9-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 | $17,688 | $54,350-67.5% | $82,719-78.6% | $68,494-74.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.62% | -13.67%-7.0pp | 701.18%-721.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,491 | $2,218+12.3% | $3,009-17.2% | $2,596-4.1% |
| Participant deferral / active EE | $4,046 | $3,246+24.6% | $4,395-7.9% | $4,027+0.5% |
| Admin fee / account holder | $566 | $4,395-87.1% | $5,329-89.4% | $5,403-89.5% |