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 | $2,720 | $30,400-91.1% | $53,898-95.0% | $84,808-96.8% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 13.11% | 500.19%-487.1pp | 528.60%-515.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,746 | $603+189.7% | $932+87.3% | $2,631-33.6% |
| Participant deferral / active EE | $614 | $1,199-48.8% | $1,826-66.4% | $4,212-85.4% |
| Admin fee / account holder | $1,204 | $1,993-39.6% | $2,491-51.7% | $7,344-83.6% |