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 | $27,912 | $104,974-73.4% | $95,585-70.8% | $142,382-80.4% |
| Participation rate | 95.2% | 75.0%+20.3pp | 72.1%+23.2pp | 80.1%+15.1pp |
| Annual return | 26.61% | 210.33%-183.7pp | 38.56%-11.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,279 | $2,779-54.0% | $2,527-49.4% | $4,299-70.2% |
| Participant deferral / active EE | $6,314 | $4,352+45.1% | $4,023+57.0% | $6,507-3.0% |
| Admin fee / account holder | $675 | $6,386-89.4% | $6,127-89.0% | $12,624-94.7% |