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 | $33,322 | $97,757-65.9% | $83,848-60.3% | $135,375-75.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.73% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $6,735 | $4,222+59.5% | $3,631+85.5% | $4,779+40.9% |
| Participant deferral / active EE | $4,035 | $4,682-13.8% | $4,082-1.1% | $5,609-28.1% |
| Admin fee / account holder | $312 | $6,674-95.3% | $5,478-94.3% | $10,827-97.1% |