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 4-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 | $17,995 | $27,839-35.4% | $58,482-69.2% | $71,457-74.8% |
| Participation rate | 95.4% | 34.5%+60.9pp | 50.9%+44.6pp | 67.9%+27.5pp |
| Annual return | 13.65% | 26.81%-13.2pp | 4239.32%-4225.7pp | 28.85%-15.2pp |
| Employer contribution / active EE | $493 | $631-21.8% | $1,053-53.2% | $2,588-80.9% |
| Participant deferral / active EE | $1,357 | $1,206+12.5% | $1,924-29.5% | $4,289-68.4% |
| Admin fee / account holder | $648 | $1,641-60.5% | $2,516-74.2% | $1,587-59.2% |