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 | $1,953 | $25,014-92.2% | $69,647-97.2% | $80,856-97.6% |
| Participation rate | 78.0% | 64.2%+13.8pp | 66.5%+11.6pp | 67.6%+10.4pp |
| Annual return | 9.65% | 19.07%-9.4pp | 100.48%-90.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $367 | $993-63.1% | $1,712-78.6% | $2,755-86.7% |
| Participant deferral / active EE | $1,389 | $1,839-24.5% | $2,886-51.9% | $4,296-67.7% |
| Admin fee / account holder | $954 | $2,488-61.6% | $4,713-79.8% | $6,918-86.2% |