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 9-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 | $12,773 | $53,516-76.1% | $126,539-89.9% | $84,808-84.9% |
| Participation rate | 84.6% | 58.2%+26.4pp | 69.8%+14.8pp | 68.3%+16.3pp |
| Annual return | 16.33% | 58.34%-42.0pp | 425.95%-409.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $447 | $1,535-70.8% | $3,674-87.8% | $2,631-83.0% |
| Participant deferral / active EE | $1,068 | $2,671-60.0% | $4,083-73.8% | $4,212-74.6% |
| Admin fee / account holder | $698 | $4,497-84.5% | $6,065-88.5% | $7,344-90.5% |