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 5-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 | $7,293 | $76,738-90.5% | $56,411-87.1% | $145,922-95.0% |
| Participation rate | 77.8% | 63.2%+14.6pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 2.68% | 2994.23%-2991.5pp | 1701.33%-1698.6pp | 561.29%-558.6pp |
| Employer contribution / active EE | $636 | $1,380-53.9% | $1,039-38.8% | $4,660-86.3% |
| Participant deferral / active EE | $1,150 | $2,623-56.2% | $1,952-41.1% | $6,688-82.8% |
| Admin fee / account holder | $520 | $3,334-84.4% | $2,829-81.6% | $13,397-96.1% |