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 | $28,759 | $64,839-55.6% | $95,585-69.9% | $84,808-66.1% |
| Participation rate | 82.8% | 63.8%+18.9pp | 72.1%+10.7pp | 68.3%+14.4pp |
| Annual return | 17.20% | -670.96%+688.2pp | 38.56%-21.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,199 | $1,759-31.8% | $2,527-52.5% | $2,631-54.4% |
| Participant deferral / active EE | $3,618 | $2,965+22.0% | $4,023-10.1% | $4,212-14.1% |
| Admin fee / account holder | $862 | $5,964-85.6% | $6,127-85.9% | $7,344-88.3% |