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 | $5,447 | $24,730-78.0% | $66,042-91.8% | $84,808-93.6% |
| Participation rate | 93.3% | 68.1%+25.2pp | 67.5%+25.8pp | 68.3%+25.0pp |
| Annual return | 13.03% | 79.55%-66.5pp | 52.11%-39.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $908 | $857+6.0% | $1,579-42.5% | $2,631-65.5% |
| Participant deferral / active EE | $2,785 | $1,737+60.4% | $2,835-1.8% | $4,212-33.9% |
| Admin fee / account holder | $1,202 | $3,014-60.1% | $5,747-79.1% | $7,344-83.6% |