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 9-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 | $16,291 | $88,751-81.6% | $81,812-80.1% | $145,922-88.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | -0.07% | 1025.40%-1025.5pp | 773.79%-773.9pp | 561.29%-561.4pp |
| Employer contribution / active EE | $2,348 | $3,083-23.8% | $2,912-19.4% | $4,660-49.6% |
| Participant deferral / active EE | $2,858 | $4,643-38.5% | $4,319-33.8% | $6,688-57.3% |
| Admin fee / account holder | $798 | $8,415-90.5% | $7,386-89.2% | $13,397-94.0% |