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 7-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 | $6,266 | $39,019-83.9% | $80,716-92.2% | $85,850-92.7% |
| Participation rate | 96.6% | 41.5%+55.0pp | 54.2%+42.4pp | 69.3%+27.2pp |
| Annual return | 9.89% | 26.27%-16.4pp | 87.28%-77.4pp | 318.53%-308.6pp |
| Employer contribution / active EE | $3,594 | $722+397.7% | $1,160+209.8% | $2,565+40.1% |
| Participant deferral / active EE | $1,524 | $1,326+14.9% | $2,146-29.0% | $3,952-61.4% |
| Admin fee / account holder | $1,214 | $2,431-50.1% | $3,380-64.1% | $6,260-80.6% |