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 | $11,473 | $99,877-88.5% | $84,966-86.5% | $145,922-92.1% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 4.83% | 83.76%-78.9pp | 66.38%-61.6pp | 561.29%-556.5pp |
| Employer contribution / active EE | $1,334 | $3,231-58.7% | $2,727-51.1% | $4,660-71.4% |
| Participant deferral / active EE | $4,011 | $5,291-24.2% | $4,519-11.3% | $6,688-40.0% |
| Admin fee / account holder | $2,901 | $7,248-60.0% | $6,149-52.8% | $13,397-78.3% |