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 | $4,287 | $30,400-85.9% | $53,898-92.0% | $84,808-94.9% |
| Participation rate | 72.9% | 46.4%+26.4pp | 55.0%+17.9pp | 68.3%+4.6pp |
| Annual return | 12.17% | 500.19%-488.0pp | 528.60%-516.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $221 | $603-63.3% | $932-76.3% | $2,631-91.6% |
| Participant deferral / active EE | $1,232 | $1,199+2.7% | $1,826-32.6% | $4,212-70.8% |
| Admin fee / account holder | $1,193 | $1,993-40.2% | $2,491-52.1% | $7,344-83.8% |