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 3-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 | $5,526 | $88,751-93.8% | $81,812-93.2% | $145,922-96.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 0.82% | 1025.40%-1024.6pp | 773.79%-773.0pp | 561.29%-560.5pp |
| Employer contribution / active EE | $1,472 | $3,083-52.3% | $2,912-49.5% | $4,660-68.4% |
| Participant deferral / active EE | $1,646 | $4,643-64.6% | $4,319-61.9% | $6,688-75.4% |
| Admin fee / account holder | $806 | $8,415-90.4% | $7,386-89.1% | $13,397-94.0% |