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 | $246,244 | $99,640+147.1% | $86,436+184.9% | $134,475+83.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.69% | 6782.58%-6806.3pp | 4394.89%-4418.6pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,647 | $4,400-62.6% | $3,769-56.3% | $4,740-65.3% |
| Participant deferral / active EE | $13,377 | $7,246+84.6% | $6,952+92.4% | $6,400+109.0% |
| Admin fee / account holder | $12,658 | $8,371+51.2% | $6,731+88.1% | $11,426+10.8% |