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 | $12,433 | $54,705-77.3% | $71,209-82.5% | $84,808-85.3% |
| Participation rate | 72.7% | 64.1%+8.7pp | 73.8%-1.0pp | 68.3%+4.4pp |
| Annual return | 13.03% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $536 | $2,158-75.2% | $2,721-80.3% | $2,631-79.6% |
| Participant deferral / active EE | $1,371 | $3,030-54.8% | $4,175-67.2% | $4,212-67.4% |
| Admin fee / account holder | $410 | $4,863-91.6% | $5,349-92.3% | $7,344-94.4% |