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 | $6,520 | $76,738-91.5% | $56,411-88.4% | $145,922-95.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 3.41% | 2994.23%-2990.8pp | 1701.33%-1697.9pp | 561.29%-557.9pp |
| Employer contribution / active EE | $4,932 | $1,380+257.5% | $1,039+374.9% | $4,660+5.9% |
| Participant deferral / active EE | $414 | $2,623-84.2% | $1,952-78.8% | $6,688-93.8% |
| Admin fee / account holder | $2,743 | $3,334-17.7% | $2,829-3.0% | $13,397-79.5% |