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 | $101,243 | $180,449-43.9% | $154,107-34.3% | $135,375-25.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.41% | 888.09%-897.5pp | 735.12%-744.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,397 | $6,035-60.3% | $5,298-54.8% | $4,779-49.8% |
| Participant deferral / active EE | $11,744 | $5,806+102.3% | $5,081+131.2% | $5,609+109.4% |
| Admin fee / account holder | $685 | $16,143-95.8% | $13,411-94.9% | $10,827-93.7% |