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 | $112,241 | $180,449-37.8% | $154,107-27.2% | $135,375-17.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.46% | 888.09%-897.6pp | 735.12%-744.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,462 | $6,035-42.6% | $5,298-34.6% | $4,779-27.6% |
| Participant deferral / active EE | $8,577 | $5,806+47.7% | $5,081+68.8% | $5,609+52.9% |
| Admin fee / account holder | $688 | $16,143-95.7% | $13,411-94.9% | $10,827-93.6% |