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 4-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 | $8,583 | $95,266-91.0% | $82,389-89.6% | $142,382-94.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 18.33% | 25.74%-7.4pp | 28.67%-10.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $830 | $2,991-72.3% | $2,517-67.0% | $4,299-80.7% |
| Participant deferral / active EE | $1,344 | $4,809-72.1% | $4,155-67.7% | $6,507-79.3% |
| Admin fee / account holder | $569 | $8,563-93.4% | $7,231-92.1% | $12,624-95.5% |