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 | $14,610 | $34,308-57.4% | $74,701-80.4% | $72,985-80.0% |
| Participation rate | 86.2% | 42.4%+43.8pp | 54.5%+31.7pp | 69.5%+16.7pp |
| Annual return | 17.54% | 26.58%-9.0pp | 752.92%-735.4pp | 81.00%-63.5pp |
| Employer contribution / active EE | $596 | $692-13.9% | $1,084-45.0% | $2,440-75.6% |
| Participant deferral / active EE | $872 | $1,271-31.4% | $1,964-55.6% | $3,607-75.8% |
| Admin fee / account holder | $393 | $2,124-81.5% | $3,333-88.2% | $5,124-92.3% |