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 6-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 | $7,407 | $58,208-87.3% | $81,812-90.9% | $80,856-90.8% |
| Participation rate | 94.3% | 63.4%+30.9pp | 72.3%+21.9pp | 67.6%+26.6pp |
| Annual return | 4.80% | 41.66%-36.9pp | 773.79%-769.0pp | 35.59%-30.8pp |
| Employer contribution / active EE | $1,337 | $2,340-42.9% | $2,912-54.1% | $2,755-51.5% |
| Participant deferral / active EE | $2,231 | $3,281-32.0% | $4,319-48.3% | $4,296-48.1% |
| Admin fee / account holder | $2,312 | $4,981-53.6% | $7,386-68.7% | $6,918-66.6% |