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 | $8,906 | $56,053-84.1% | $75,972-88.3% | $80,856-89.0% |
| Participation rate | 93.1% | 62.0%+31.1pp | 69.1%+24.1pp | 67.6%+25.5pp |
| Annual return | 8.43% | 20.53%-12.1pp | 359.55%-351.1pp | 35.59%-27.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,684 | $3,052-12.0% | $4,255-36.9% | $4,296-37.5% |
| Admin fee / account holder | $2,322 | $5,234-55.6% | $6,467-64.1% | $6,918-66.4% |