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 | $6,245 | $69,207-91.0% | $64,056-90.3% | $139,434-95.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 45.48% | 45.88%-0.4pp | 33.69%+11.8pp | 372.94%-327.5pp |
| Employer contribution / active EE | $1,217 | $3,182-61.7% | $2,747-55.7% | $4,751-74.4% |
| Participant deferral / active EE | $3,400 | $4,682-27.4% | $3,880-12.4% | $6,710-49.3% |
| Admin fee / account holder | $341 | $4,244-92.0% | $3,068-88.9% | $11,403-97.0% |