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 6-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 | $22,833 | $100,773-77.3% | $88,946-74.3% | $142,382-84.0% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.8%+24.9pp | 80.1%+13.6pp |
| Annual return | 21.24% | 70.18%-48.9pp | 57.82%-36.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,485 | $2,918-49.1% | $2,555-41.9% | $4,299-65.4% |
| Participant deferral / active EE | $3,229 | $5,230-38.3% | $4,581-29.5% | $6,507-50.4% |
| Admin fee / account holder | $945 | $9,693-90.3% | $8,261-88.6% | $12,624-92.5% |