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 | $10,095 | $27,915-63.8% | $58,482-82.7% | $75,163-86.6% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 13.80% | 44.20%-30.4pp | 4239.32%-4225.5pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,060 | $669+58.4% | $1,053+0.6% | $2,670-60.3% |
| Participant deferral / active EE | $2,096 | $1,201+74.5% | $1,924+9.0% | $4,125-49.2% |
| Admin fee / account holder | $355 | $1,726-79.4% | $2,516-85.9% | $5,651-93.7% |