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 | $41,884 | $96,635-56.7% | $86,612-51.6% | $139,434-70.0% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | -4.96% | 106.41%-111.4pp | 591.07%-596.0pp | 372.94%-377.9pp |
| Employer contribution / active EE | $1,105 | $3,263-66.1% | $3,022-63.4% | $4,751-76.7% |
| Participant deferral / active EE | $1,413 | $4,836-70.8% | $4,438-68.2% | $6,710-78.9% |
| Admin fee / account holder | $436 | $6,408-93.2% | $5,614-92.2% | $11,403-96.2% |