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 | $7,775 | $24,730-68.6% | $66,042-88.2% | $84,808-90.8% |
| Participation rate | 83.9% | 68.1%+15.8pp | 67.5%+16.4pp | 68.3%+15.6pp |
| Annual return | 5.75% | 79.55%-73.8pp | 52.11%-46.4pp | 40.90%-35.1pp |
| Employer contribution / active EE | $625 | $857-27.0% | $1,579-60.4% | $2,631-76.2% |
| Participant deferral / active EE | $1,907 | $1,737+9.8% | $2,835-32.8% | $4,212-54.7% |
| Admin fee / account holder | $1,431 | $3,014-52.5% | $5,747-75.1% | $7,344-80.5% |