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 | $76,459 | $135,635-43.6% | $110,238-30.6% | $135,375-43.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.54% | 513.19%-522.7pp | 314.74%-324.3pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,561 | $4,906-47.8% | $3,826-33.1% | $4,779-46.4% |
| Participant deferral / active EE | $8,597 | $5,506+56.1% | $4,672+84.0% | $5,609+53.3% |
| Admin fee / account holder | $393 | $11,457-96.6% | $8,547-95.4% | $10,827-96.4% |