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 | $13,582 | $99,918-86.4% | $81,382-83.3% | $145,922-90.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 16.73% | 34.32%-17.6pp | 24.73%-8.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,166 | $2,978-27.2% | $2,463-12.0% | $4,660-53.5% |
| Participant deferral / active EE | $2,604 | $4,605-43.5% | $3,883-32.9% | $6,688-61.1% |
| Admin fee / account holder | $527 | $8,212-93.6% | $5,768-90.9% | $13,397-96.1% |