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 | $15,780 | $77,899-79.7% | $149,673-89.5% | $75,163-79.0% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 13.58% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $513 | $3,137-83.7% | $4,818-89.4% | $2,670-80.8% |
| Participant deferral / active EE | $1,172 | $3,411-65.6% | $5,680-79.4% | $4,125-71.6% |
| Admin fee / account holder | $512 | $5,956-91.4% | $13,210-96.1% | $5,651-90.9% |