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 9-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 | $9,923 | $49,922-80.1% | $80,569-87.7% | $75,163-86.8% |
| Participation rate | 87.2% | 55.3%+31.9pp | 67.0%+20.2pp | 67.2%+20.0pp |
| Annual return | 12.24% | 34.69%-22.4pp | 935.43%-923.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $691 | $1,698-59.3% | $2,723-74.6% | $2,670-74.1% |
| Participant deferral / active EE | $1,578 | $2,990-47.2% | $4,447-64.5% | $4,125-61.8% |
| Admin fee / account holder | $1,259 | $3,577-64.8% | $5,377-76.6% | $5,651-77.7% |