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 | $4,537 | $25,014-81.9% | $69,647-93.5% | $80,856-94.4% |
| Participation rate | 78.3% | 64.2%+14.1pp | 66.5%+11.9pp | 67.6%+10.7pp |
| Annual return | 6.35% | 19.07%-12.7pp | 100.48%-94.1pp | 35.59%-29.2pp |
| Employer contribution / active EE | $701 | $993-29.4% | $1,712-59.1% | $2,755-74.5% |
| Participant deferral / active EE | $1,426 | $1,839-22.5% | $2,886-50.6% | $4,296-66.8% |
| Admin fee / account holder | $1,830 | $2,488-26.4% | $4,713-61.2% | $6,918-73.5% |