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 8-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 | $19,248 | $99,877-80.7% | $84,966-77.3% | $145,922-86.8% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 10.84% | 83.76%-72.9pp | 66.38%-55.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,077 | $3,231-4.8% | $2,727+12.8% | $4,660-34.0% |
| Participant deferral / active EE | $8,235 | $5,291+55.7% | $4,519+82.2% | $6,688+23.1% |
| Admin fee / account holder | $467 | $7,248-93.6% | $6,149-92.4% | $13,397-96.5% |