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 | $18,722 | $202,432-90.8% | $169,368-88.9% | $139,434-86.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.30% | 531.74%-512.4pp | 405.60%-386.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,164 | $4,692-75.2% | $4,013-71.0% | $4,751-75.5% |
| Participant deferral / active EE | $8,371 | $6,938+20.7% | $6,221+34.6% | $6,710+24.8% |
| Admin fee / account holder | $460 | $10,708-95.7% | $9,003-94.9% | $11,403-96.0% |