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 6-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.)
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 | $21,194 | $109,982-80.7% | $97,226-78.2% | $145,922-85.5% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 22.79% | 242.90%-220.1pp | 75.13%-52.3pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,179 | $3,084-61.8% | $2,729-56.8% | $4,660-74.7% |
| Participant deferral / active EE | $1,824 | $4,676-61.0% | $4,264-57.2% | $6,688-72.7% |
| Admin fee / account holder | $684 | $6,221-89.0% | $5,654-87.9% | $13,397-94.9% |