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 | $7,809 | $99,877-92.2% | $84,966-90.8% | $145,922-94.6% |
| Participation rate | 94.7% | 74.1%+20.6pp | 67.5%+27.2pp | 80.3%+14.5pp |
| Annual return | 12.04% | 83.76%-71.7pp | 66.38%-54.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,796 | $3,231-44.4% | $2,727-34.1% | $4,660-61.5% |
| Participant deferral / active EE | $3,624 | $5,291-31.5% | $4,519-19.8% | $6,688-45.8% |
| Admin fee / account holder | $1,124 | $7,248-84.5% | $6,149-81.7% | $13,397-91.6% |