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 8-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 | $51,875 | $167,307-69.0% | $143,757-63.9% | $134,475-61.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.78% | 0.46%-21.2pp | -0.04%-20.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $9,582 | $5,619+70.5% | $4,951+93.5% | $4,740+102.2% |
| Participant deferral / active EE | $8,018 | $6,446+24.4% | $5,637+42.2% | $6,400+25.3% |
| Admin fee / account holder | $714 | $18,088-96.1% | $14,673-95.1% | $11,426-93.8% |