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 | $25,797 | $126,574-79.6% | $106,213-75.7% | $145,922-82.3% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 16.17% | 224.79%-208.6pp | 116.14%-100.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,078 | $3,730-17.5% | $3,171-2.9% | $4,660-33.9% |
| Participant deferral / active EE | $5,381 | $5,724-6.0% | $5,016+7.3% | $6,688-19.5% |
| Admin fee / account holder | $326 | $17,304-98.1% | $11,033-97.0% | $13,397-97.6% |