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 | $84,434 | $109,327-22.8% | $89,391-5.5% | $158,922-46.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -1.00% | 345.68%-346.7pp | 245.62%-246.6pp | 302.83%-303.8pp |
| Employer contribution / active EE | $15,191 | $3,170+379.3% | $2,586+487.5% | $4,761+219.1% |
| Participant deferral / active EE | $7,166 | $4,598+55.8% | $3,890+84.2% | $5,982+19.8% |
| Admin fee / account holder | $1,268 | $6,153-79.4% | $4,881-74.0% | $11,246-88.7% |