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 | $12,867 | $117,983-89.1% | $101,794-87.4% | $142,382-91.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 5.90% | 36.92%-31.0pp | 30.53%-24.6pp | 217.08%-211.2pp |
| Employer contribution / active EE | $514 | $2,773-81.5% | $2,289-77.6% | $4,299-88.0% |
| Participant deferral / active EE | $2,824 | $4,714-40.1% | $4,084-30.9% | $6,507-56.6% |
| Admin fee / account holder | $1,172 | $10,433-88.8% | $8,777-86.6% | $12,624-90.7% |