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 | $3,350 | $24,730-86.5% | $66,042-94.9% | $84,808-96.0% |
| Participation rate | 70.8% | 68.1%+2.7pp | 67.5%+3.3pp | 68.3%+2.5pp |
| Annual return | 12.77% | 79.55%-66.8pp | 52.11%-39.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $476 | $857-44.4% | $1,579-69.8% | $2,631-81.9% |
| Participant deferral / active EE | $1,489 | $1,737-14.3% | $2,835-47.5% | $4,212-64.6% |
| Admin fee / account holder | $1,031 | $3,014-65.8% | $5,747-82.1% | $7,344-86.0% |