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 3-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% | $84,808-96.1% |
| Participation rate | 74.6% | 68.1%+6.6pp | 67.5%+7.1pp | 68.3%+6.3pp |
| Annual return | 0.61% | 79.55%-78.9pp | 52.11%-51.5pp | 40.90%-40.3pp |
| Employer contribution / active EE | $562 | $857-34.4% | $1,579-64.4% | $2,631-78.6% |
| Participant deferral / active EE | $1,359 | $1,737-21.8% | $2,835-52.1% | $4,212-67.7% |
| Admin fee / account holder | $752 | $3,014-75.0% | $5,747-86.9% | $7,344-89.8% |