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 | $68,315 | $135,635-49.6% | $110,238-38.0% | $135,375-49.5% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -9.48% | 513.19%-522.7pp | 314.74%-324.2pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,348 | $4,906-72.5% | $3,826-64.8% | $4,779-71.8% |
| Participant deferral / active EE | $3,742 | $5,506-32.1% | $4,672-19.9% | $5,609-33.3% |
| Admin fee / account holder | $3,050 | $11,457-73.4% | $8,547-64.3% | $10,827-71.8% |