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 6-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 | $6,854 | $88,751-92.3% | $81,812-91.6% | $145,922-95.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.80% | 1025.40%-1023.6pp | 773.79%-772.0pp | 561.29%-559.5pp |
| Employer contribution / active EE | $1,175 | $3,083-61.9% | $2,912-59.7% | $4,660-74.8% |
| Participant deferral / active EE | $2,707 | $4,643-41.7% | $4,319-37.3% | $6,688-59.5% |
| Admin fee / account holder | $1,461 | $8,415-82.6% | $7,386-80.2% | $13,397-89.1% |