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 5-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 | $8,358 | $58,208-85.6% | $81,812-89.8% | $80,856-89.7% |
| Participation rate | 87.8% | 63.4%+24.4pp | 72.3%+15.5pp | 67.6%+20.2pp |
| Annual return | 5.01% | 41.66%-36.7pp | 773.79%-768.8pp | 35.59%-30.6pp |
| Employer contribution / active EE | $1,278 | $2,340-45.4% | $2,912-56.1% | $2,755-53.6% |
| Participant deferral / active EE | $2,252 | $3,281-31.4% | $4,319-47.9% | $4,296-47.6% |
| Admin fee / account holder | $360 | $4,981-92.8% | $7,386-95.1% | $6,918-94.8% |