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 6-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 | $31,308 | $92,703-66.2% | $82,719-62.2% | $134,475-76.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -30.20% | 944.92%-975.1pp | 701.18%-731.4pp | 417.96%-448.2pp |
| Employer contribution / active EE | $9,629 | $3,274+194.1% | $3,009+220.0% | $4,740+103.2% |
| Participant deferral / active EE | $13,266 | $4,802+176.3% | $4,395+201.9% | $6,400+107.3% |
| Admin fee / account holder | $731 | $5,983-87.8% | $5,329-86.3% | $11,426-93.6% |