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 | $39,428 | $190,805-79.3% | $159,960-75.4% | $134,475-70.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.70% | 552.23%-573.9pp | 408.60%-430.3pp | 417.96%-439.7pp |
| Employer contribution / active EE | $5,015 | $4,995+0.4% | $4,226+18.7% | $4,740+5.8% |
| Participant deferral / active EE | $3,494 | $6,923-49.5% | $6,182-43.5% | $6,400-45.4% |
| Admin fee / account holder | $908 | $10,471-91.3% | $8,698-89.6% | $11,426-92.1% |