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 5-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 | $18,950 | $70,669-73.2% | $169,368-88.8% | $75,163-74.8% |
| Participation rate | 75.0% | 64.8%+10.2pp | 77.1%-2.1pp | 67.2%+7.8pp |
| Annual return | 13.29% | 36.36%-23.1pp | 405.60%-392.3pp | 160.62%-147.3pp |
| Employer contribution / active EE | $557 | $2,211-74.8% | $4,013-86.1% | $2,670-79.1% |
| Participant deferral / active EE | $2,331 | $4,311-45.9% | $6,221-62.5% | $4,125-43.5% |
| Admin fee / account holder | $387 | $5,402-92.8% | $9,003-95.7% | $5,651-93.2% |