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 | $24,292 | $117,841-79.4% | $102,423-76.3% | $145,922-83.4% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 14.36% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,838 | $3,615-49.2% | $3,023-39.2% | $4,660-60.6% |
| Participant deferral / active EE | $3,848 | $5,731-32.9% | $5,053-23.8% | $6,688-42.5% |
| Admin fee / account holder | $1,008 | $13,326-92.4% | $9,451-89.3% | $13,397-92.5% |