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 | $15,320 | $69,207-77.9% | $64,056-76.1% | $139,434-89.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.70% | 45.88%-19.2pp | 33.69%-7.0pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,631 | $3,182-48.8% | $2,747-40.6% | $4,751-65.7% |
| Participant deferral / active EE | $6,226 | $4,682+33.0% | $3,880+60.5% | $6,710-7.2% |
| Admin fee / account holder | $460 | $4,244-89.2% | $3,068-85.0% | $11,403-96.0% |