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 | $6,848 | $30,400-77.5% | $53,898-87.3% | $84,808-91.9% |
| Participation rate | 90.9% | 46.4%+44.5pp | 55.0%+35.9pp | 68.3%+22.6pp |
| Annual return | 13.53% | 500.19%-486.7pp | 528.60%-515.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,273 | $603+111.2% | $932+36.5% | $2,631-51.6% |
| Participant deferral / active EE | $1,947 | $1,199+62.4% | $1,826+6.6% | $4,212-53.8% |
| Admin fee / account holder | $1,036 | $1,993-48.0% | $2,491-58.4% | $7,344-85.9% |