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 | $22,884 | $138,065-83.4% | $123,544-81.5% | $135,375-83.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.90% | 153.68%-166.6pp | 119.20%-132.1pp | 519.73%-532.6pp |
| Employer contribution / active EE | $2,123 | $5,151-58.8% | $4,628-54.1% | $4,779-55.6% |
| Participant deferral / active EE | $9,266 | $6,799+36.3% | $6,426+44.2% | $5,609+65.2% |
| Admin fee / account holder | $445 | $10,916-95.9% | $9,284-95.2% | $10,827-95.9% |