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 | $3,258 | $24,733-86.8% | $69,647-95.3% | $74,495-95.6% |
| Participation rate | 78.8% | 63.5%+15.3pp | 66.5%+12.3pp | 67.2%+11.6pp |
| Annual return | 10.84% | 18.55%-7.7pp | 100.48%-89.6pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $632 | $1,001-36.9% | $1,712-63.1% | $2,623-75.9% |
| Participant deferral / active EE | $1,524 | $1,901-19.8% | $2,886-47.2% | $4,346-64.9% |
| Admin fee / account holder | $786 | $1,892-58.4% | $4,713-83.3% | $1,942-59.5% |