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 8-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 | $17,055 | $183,519-90.7% | $155,509-89.0% | $145,922-88.3% |
| Participation rate | 86.4% | 82.7%+3.7pp | 78.2%+8.2pp | 80.3%+6.1pp |
| Annual return | 26.22% | 61.17%-34.9pp | 64.67%-38.4pp | 561.29%-535.1pp |
| Employer contribution / active EE | $2,006 | $5,313-62.2% | $4,672-57.1% | $4,660-57.0% |
| Participant deferral / active EE | $5,123 | $6,462-20.7% | $5,626-8.9% | $6,688-23.4% |
| Admin fee / account holder | $1,863 | $19,313-90.4% | $15,912-88.3% | $13,397-86.1% |