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 | $6,950 | $95,561-92.7% | $77,163-91.0% | $139,434-95.0% |
| Participation rate | 87.5% | 73.9%+13.6pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 27.67% | 54.92%-27.2pp | 37.87%-10.2pp | 372.94%-345.3pp |
| Employer contribution / active EE | $1,801 | $3,147-42.8% | $2,535-29.0% | $4,751-62.1% |
| Participant deferral / active EE | $2,039 | $4,624-55.9% | $3,833-46.8% | $6,710-69.6% |
| Admin fee / account holder | $523 | $8,295-93.7% | $5,472-90.4% | $11,403-95.4% |