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 | $2,935 | $24,730-88.1% | $66,042-95.6% | $84,808-96.5% |
| Participation rate | 89.5% | 68.1%+21.4pp | 67.5%+22.0pp | 68.3%+21.2pp |
| Annual return | 10.14% | 79.55%-69.4pp | 52.11%-42.0pp | 40.90%-30.8pp |
| Employer contribution / active EE | $615 | $857-28.3% | $1,579-61.1% | $2,631-76.6% |
| Participant deferral / active EE | $1,521 | $1,737-12.5% | $2,835-46.4% | $4,212-63.9% |
| Admin fee / account holder | $1,400 | $3,014-53.6% | $5,747-75.6% | $7,344-80.9% |