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 | $129,870 | $180,449-28.0% | $154,107-15.7% | $135,375-4.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.48% | 888.09%-902.6pp | 735.12%-749.6pp | 519.73%-534.2pp |
| Employer contribution / active EE | $1,791 | $6,035-70.3% | $5,298-66.2% | $4,779-62.5% |
| Participant deferral / active EE | $7,591 | $5,806+30.7% | $5,081+49.4% | $5,609+35.3% |
| Admin fee / account holder | $2,191 | $16,143-86.4% | $13,411-83.7% | $10,827-79.8% |