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 | $11,840 | $99,877-88.1% | $84,966-86.1% | $145,922-91.9% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 6.00% | 83.76%-77.8pp | 66.38%-60.4pp | 561.29%-555.3pp |
| Employer contribution / active EE | $752 | $3,231-76.7% | $2,727-72.4% | $4,660-83.9% |
| Participant deferral / active EE | $1,135 | $5,291-78.6% | $4,519-74.9% | $6,688-83.0% |
| Admin fee / account holder | $336 | $7,248-95.4% | $6,149-94.5% | $13,397-97.5% |