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 5-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 | $19,555 | $147,727-86.8% | $115,756-83.1% | $134,475-85.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -56.74% | 73.96%-130.7pp | 143.14%-199.9pp | 417.96%-474.7pp |
| Employer contribution / active EE | $4,606 | $4,713-2.3% | $3,793+21.4% | $4,740-2.8% |
| Participant deferral / active EE | $15,573 | $7,563+105.9% | $6,254+149.0% | $6,400+143.3% |
| Admin fee / account holder | $2,564 | $14,571-82.4% | $8,124-68.4% | $11,426-77.6% |