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 | $21,900 | $34,934-37.3% | $56,411-61.2% | $74,495-70.6% |
| Participation rate | 93.4% | 32.8%+60.6pp | 52.5%+40.9pp | 67.2%+26.2pp |
| Annual return | 9.20% | 25.94%-16.7pp | 1701.33%-1692.1pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $566 | $609-7.1% | $1,039-45.5% | $2,623-78.4% |
| Participant deferral / active EE | $1,481 | $1,170+26.6% | $1,952-24.1% | $4,346-65.9% |
| Admin fee / account holder | $1,465 | $2,364-38.0% | $2,829-48.2% | $1,942-24.6% |