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 | $84,176 | $107,934-22.0% | $91,989-8.5% | $152,861-44.9% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | -7.26% | 89.24%-96.5pp | 69.02%-76.3pp | 345.32%-352.6pp |
| Employer contribution / active EE | $1,573 | $4,210-62.6% | $3,452-54.4% | $4,762-67.0% |
| Participant deferral / active EE | $2,034 | $6,364-68.0% | $5,923-65.7% | $5,850-65.2% |
| Admin fee / account holder | $1,732 | $10,520-83.5% | $7,743-77.6% | $11,596-85.1% |