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 | $11,151 | $114,381-90.3% | $107,525-89.6% | $142,382-92.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 24.87% | 242.71%-217.8pp | 181.32%-156.5pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,191 | $4,015-70.3% | $3,754-68.3% | $4,299-72.3% |
| Participant deferral / active EE | $2,386 | $5,564-57.1% | $5,116-53.4% | $6,507-63.3% |
| Admin fee / account holder | $861 | $9,860-91.3% | $8,919-90.4% | $12,624-93.2% |