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 | $8,745 | $85,022-89.7% | $70,515-87.6% | $139,434-93.7% |
| Participation rate | 89.5% | 73.9%+15.6pp | 68.3%+21.1pp | 80.3%+9.2pp |
| Annual return | 32.77% | 30.38%+2.4pp | 32.77%0pp | 372.94%-340.2pp |
| Employer contribution / active EE | $2,382 | $3,909-39.1% | $2,973-19.9% | $4,751-49.9% |
| Participant deferral / active EE | $3,081 | $5,890-47.7% | $4,567-32.5% | $6,710-54.1% |
| Admin fee / account holder | $545 | $8,906-93.9% | $6,412-91.5% | $11,403-95.2% |