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 | $14,292 | $95,561-85.0% | $77,163-81.5% | $139,434-89.7% |
| Participation rate | 76.2% | 73.9%+2.2pp | 69.6%+6.6pp | 80.3%-4.1pp |
| Annual return | 20.18% | 54.92%-34.7pp | 37.87%-17.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,153 | $3,147-31.6% | $2,535-15.1% | $4,751-54.7% |
| Participant deferral / active EE | $9,501 | $4,624+105.5% | $3,833+147.9% | $6,710+41.6% |
| Admin fee / account holder | $4,273 | $8,295-48.5% | $5,472-21.9% | $11,403-62.5% |