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 | $86,669 | $117,841-26.5% | $102,423-15.4% | $145,922-40.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -13.78% | 31.65%-45.4pp | 29.32%-43.1pp | 561.29%-575.1pp |
| Employer contribution / active EE | $4,908 | $3,615+35.8% | $3,023+62.3% | $4,660+5.3% |
| Participant deferral / active EE | $5,173 | $5,731-9.7% | $5,053+2.4% | $6,688-22.7% |
| Admin fee / account holder | $52,591 | $13,326+294.6% | $9,451+456.5% | $13,397+292.6% |