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 7-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 | $72,668 | $138,044-47.4% | $125,339-42.0% | $134,475-46.0% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -25.43% | 750.33%-775.8pp | 572.05%-597.5pp | 417.96%-443.4pp |
| Employer contribution / active EE | $16,659 | $5,243+217.7% | $4,814+246.1% | $4,740+251.5% |
| Participant deferral / active EE | $11,465 | $7,799+47.0% | $7,446+54.0% | $6,400+79.1% |
| Admin fee / account holder | $1,551 | $11,571-86.6% | $10,010-84.5% | $11,426-86.4% |