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 3-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 | $10,304 | $74,888-86.2% | $71,209-85.5% | $142,382-92.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.96% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,209 | $2,854-22.6% | $2,721-18.8% | $4,299-48.6% |
| Participant deferral / active EE | $2,313 | $4,454-48.1% | $4,175-44.6% | $6,507-64.5% |
| Admin fee / account holder | $572 | $5,568-89.7% | $5,349-89.3% | $12,624-95.5% |