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 8-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 | $11,174 | $111,754-90.0% | $103,333-89.2% | $145,922-92.3% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 8.15% | 24.77%-16.6pp | 24.88%-16.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,700 | $5,619-69.7% | $5,057-66.4% | $6,688-74.6% |
| Admin fee / account holder | $367 | $9,750-96.2% | $8,355-95.6% | $13,397-97.3% |