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 | $99,893 | $112,881-11.5% | $90,951+9.8% | $158,922-37.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -5.90% | 215.79%-221.7pp | 134.60%-140.5pp | 302.83%-308.7pp |
| Employer contribution / active EE | $5,352 | $2,893+85.0% | $2,122+152.2% | $4,761+12.4% |
| Participant deferral / active EE | $3,534 | $4,128-14.4% | $3,373+4.8% | $5,982-40.9% |
| Admin fee / account holder | $3,075 | $8,041-61.8% | $5,959-48.4% | $11,246-72.7% |