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 | $6,843 | $74,888-90.9% | $71,209-90.4% | $142,382-95.2% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 21.86% | 345.14%-323.3pp | 282.51%-260.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,086 | $2,854-61.9% | $2,721-60.1% | $4,299-74.7% |
| Participant deferral / active EE | $1,282 | $4,454-71.2% | $4,175-69.3% | $6,507-80.3% |
| Admin fee / account holder | $527 | $5,568-90.5% | $5,349-90.2% | $12,624-95.8% |