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 9-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 | $48,424 | $154,117-68.6% | $129,995-62.7% | $139,434-65.3% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | -10.28% | 32.48%-42.8pp | -137.18%+126.9pp | 372.94%-383.2pp |
| Employer contribution / active EE | $3,462 | $5,289-34.5% | $4,320-19.9% | $4,751-27.1% |
| Participant deferral / active EE | $7,948 | $6,710+18.5% | $5,820+36.6% | $6,710+18.5% |
| Admin fee / account holder | $350 | $14,007-97.5% | $10,614-96.7% | $11,403-96.9% |