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 4-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 | $34,945 | $111,724-68.7% | $93,606-62.7% | $145,922-76.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | -2.51% | 202.98%-205.5pp | 133.20%-135.7pp | 561.29%-563.8pp |
| Employer contribution / active EE | $1,125 | $3,090-63.6% | $2,420-53.5% | $4,660-75.9% |
| Participant deferral / active EE | $8,496 | $4,912+73.0% | $4,411+92.6% | $6,688+27.0% |
| Admin fee / account holder | $3,373 | $10,250-67.1% | $8,285-59.3% | $13,397-74.8% |