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 3-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 | $12,571 | $74,888-83.2% | $71,209-82.3% | $142,382-91.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 29.49% | 345.14%-315.6pp | 282.51%-253.0pp | 217.08%-187.6pp |
| Employer contribution / active EE | $1,003 | $2,854-64.9% | $2,721-63.1% | $4,299-76.7% |
| Participant deferral / active EE | $6,757 | $4,454+51.7% | $4,175+61.8% | $6,507+3.8% |
| Admin fee / account holder | $726 | $5,568-87.0% | $5,349-86.4% | $12,624-94.3% |