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 7-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 | $62,100 | $84,487-26.5% | $125,339-50.5% | $66,914-7.2% |
| Participation rate | 94.1% | 76.4%+17.6pp | 82.4%+11.7pp | 69.8%+24.3pp |
| Annual return | -19.25% | -8.39%-10.9pp | 572.05%-591.3pp | 1.58%-20.8pp |
| Employer contribution / active EE | $6,015 | $3,553+69.3% | $4,814+25.0% | $2,544+136.4% |
| Participant deferral / active EE | $9,201 | $6,781+35.7% | $7,446+23.6% | $4,237+117.2% |
| Admin fee / account holder | $2,424 | $685+253.9% | $10,010-75.8% | $593+308.6% |