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 | $34,993 | $57,354-39.0% | $83,848-58.3% | $64,186-45.5% |
| Participation rate | 97.9% | 68.6%+29.3pp | 76.1%+21.8pp | 69.6%+28.3pp |
| Annual return | -10.81% | 11.38%-22.2pp | 850.88%-861.7pp | 7.63%-18.4pp |
| Employer contribution / active EE | $9,381 | $2,545+268.6% | $3,631+158.4% | $2,381+294.0% |
| Participant deferral / active EE | $2,053 | $2,993-31.4% | $4,082-49.7% | $3,470-40.8% |
| Admin fee / account holder | $715 | $4,046-82.3% | $5,478-86.9% | $4,888-85.4% |