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 | $34,137 | $97,757-65.1% | $83,848-59.3% | $135,375-74.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.48% | 1287.37%-1300.9pp | 850.88%-864.4pp | 519.73%-533.2pp |
| Employer contribution / active EE | $3,388 | $4,222-19.7% | $3,631-6.7% | $4,779-29.1% |
| Participant deferral / active EE | $8,623 | $4,682+84.2% | $4,082+111.3% | $5,609+53.7% |
| Admin fee / account holder | $412 | $6,674-93.8% | $5,478-92.5% | $10,827-96.2% |