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 | $6,442 | $24,730-73.9% | $66,042-90.2% | $84,808-92.4% |
| Participation rate | 81.6% | 68.1%+13.5pp | 67.5%+14.1pp | 68.3%+13.3pp |
| Annual return | 11.88% | 79.55%-67.7pp | 52.11%-40.2pp | 40.90%-29.0pp |
| Employer contribution / active EE | $264 | $857-69.2% | $1,579-83.3% | $2,631-90.0% |
| Participant deferral / active EE | $1,647 | $1,737-5.2% | $2,835-41.9% | $4,212-60.9% |
| Admin fee / account holder | $997 | $3,014-66.9% | $5,747-82.6% | $7,344-86.4% |