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 10-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 | $9,465 | $58,208-83.7% | $81,812-88.4% | $80,856-88.3% |
| Participation rate | 82.5% | 63.4%+19.1pp | 72.3%+10.2pp | 67.6%+14.9pp |
| Annual return | 9.18% | 41.66%-32.5pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $394 | $2,340-83.2% | $2,912-86.5% | $2,755-85.7% |
| Participant deferral / active EE | $1,641 | $3,281-50.0% | $4,319-62.0% | $4,296-61.8% |
| Admin fee / account holder | $818 | $4,981-83.6% | $7,386-88.9% | $6,918-88.2% |