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 | $13,791 | $76,000-81.9% | $154,107-91.1% | $64,186-78.5% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.4pp | 69.6%+23.9pp |
| Annual return | -13.70% | 30.32%-44.0pp | 735.12%-748.8pp | 7.63%-21.3pp |
| Employer contribution / active EE | $1,812 | $3,351-45.9% | $5,298-65.8% | $2,381-23.9% |
| Participant deferral / active EE | $3,824 | $3,175+20.4% | $5,081-24.7% | $3,470+10.2% |
| Admin fee / account holder | $314 | $5,596-94.4% | $13,411-97.7% | $4,888-93.6% |