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 7-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 | $16,470 | $133,958-87.7% | $112,228-85.3% | $134,475-87.8% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -19.10% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,775 | $4,038-56.0% | $3,635-51.2% | $4,740-62.6% |
| Participant deferral / active EE | $4,545 | $5,291-14.1% | $4,728-3.9% | $6,400-29.0% |
| Admin fee / account holder | $551 | $7,489-92.6% | $6,410-91.4% | $11,426-95.2% |