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 3-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 | $8,238 | $74,888-89.0% | $71,209-88.4% | $142,382-94.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -13.02% | 345.14%-358.2pp | 282.51%-295.5pp | 217.08%-230.1pp |
| Employer contribution / active EE | $2,005 | $2,854-29.8% | $2,721-26.3% | $4,299-53.4% |
| Participant deferral / active EE | $5,058 | $4,454+13.6% | $4,175+21.2% | $6,507-22.3% |
| Admin fee / account holder | $3,692 | $5,568-33.7% | $5,349-31.0% | $12,624-70.8% |