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 5-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 | $8,762 | $100,773-91.3% | $88,946-90.1% | $142,382-93.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.47% | 70.18%-50.7pp | 57.82%-38.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,214 | $2,918-58.4% | $2,555-52.5% | $4,299-71.8% |
| Participant deferral / active EE | $1,326 | $5,230-74.7% | $4,581-71.1% | $6,507-79.6% |
| Admin fee / account holder | $380 | $9,693-96.1% | $8,261-95.4% | $12,624-97.0% |