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 10-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 | $15,374 | $109,817-86.0% | $98,442-84.4% | $167,490-90.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.86% | 1956.69%-1954.8pp | 1492.73%-1490.9pp | 478.56%-476.7pp |
| Employer contribution / active EE | $1,694 | $3,224-47.5% | $2,960-42.8% | $4,837-65.0% |
| Participant deferral / active EE | $2,942 | $4,673-37.1% | $4,276-31.2% | $6,341-53.6% |
| Admin fee / account holder | $592 | $6,753-91.2% | $5,949-90.0% | $12,309-95.2% |