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 3-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 | $2,348 | $24,730-90.5% | $66,042-96.4% | $84,808-97.2% |
| Participation rate | 88.9% | 68.1%+20.8pp | 67.5%+21.4pp | 68.3%+20.6pp |
| Annual return | 13.03% | 79.55%-66.5pp | 52.11%-39.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $424 | $857-50.5% | $1,579-73.1% | $2,631-83.9% |
| Participant deferral / active EE | $966 | $1,737-44.4% | $2,835-65.9% | $4,212-77.1% |
| Admin fee / account holder | $878 | $3,014-70.9% | $5,747-84.7% | $7,344-88.0% |