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 | $72,347 | $180,449-59.9% | $154,107-53.1% | $135,375-46.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.37% | 888.09%-897.5pp | 735.12%-744.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $4,907 | $6,035-18.7% | $5,298-7.4% | $4,779+2.7% |
| Participant deferral / active EE | $5,820 | $5,806+0.2% | $5,081+14.6% | $5,609+3.8% |
| Admin fee / account holder | $840 | $16,143-94.8% | $13,411-93.7% | $10,827-92.2% |