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 | $12,033 | $99,877-88.0% | $84,966-85.8% | $145,922-91.8% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 21.74% | 83.76%-62.0pp | 66.38%-44.6pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,077 | $3,231-66.7% | $2,727-60.5% | $4,660-76.9% |
| Participant deferral / active EE | $4,906 | $5,291-7.3% | $4,519+8.6% | $6,688-26.6% |
| Admin fee / account holder | $1,799 | $7,248-75.2% | $6,149-70.7% | $13,397-86.6% |