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 | $2,221 | $24,730-91.0% | $66,042-96.6% | $84,808-97.4% |
| Participation rate | 94.9% | 68.1%+26.8pp | 67.5%+27.4pp | 68.3%+26.6pp |
| Annual return | -0.39% | 79.55%-79.9pp | 52.11%-52.5pp | 40.90%-41.3pp |
| Employer contribution / active EE | $657 | $857-23.3% | $1,579-58.4% | $2,631-75.0% |
| Participant deferral / active EE | $1,396 | $1,737-19.6% | $2,835-50.8% | $4,212-66.9% |
| Admin fee / account holder | $999 | $3,014-66.8% | $5,747-82.6% | $7,344-86.4% |