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 4-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 | $7,931 | $30,400-73.9% | $53,898-85.3% | $84,808-90.6% |
| Participation rate | 82.8% | 46.4%+36.3pp | 55.0%+27.8pp | 68.3%+14.4pp |
| Annual return | 11.10% | 500.19%-489.1pp | 528.60%-517.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,670 | $1,199+122.8% | $1,826+46.2% | $4,212-36.6% |
| Admin fee / account holder | $958 | $1,993-51.9% | $2,491-61.5% | $7,344-87.0% |