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 10-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 | $42,141 | $95,971-56.1% | $74,550-43.5% | $135,375-68.9% |
| Participation rate | 78.6% | 75.7%+2.9pp | 69.1%+9.4pp | 82.6%-4.1pp |
| Annual return | -9.31% | 56.96%-66.3pp | 32.53%-41.8pp | 519.73%-529.0pp |
| Employer contribution / active EE | $7,999 | $2,716+194.5% | $1,961+307.9% | $4,779+67.4% |
| Participant deferral / active EE | $4,920 | $3,843+28.0% | $3,108+58.3% | $5,609-12.3% |
| Admin fee / account holder | $513 | $6,522-92.1% | $5,060-89.9% | $10,827-95.3% |