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 | $15,072 | $111,724-86.5% | $93,606-83.9% | $145,922-89.7% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 17.24% | 202.98%-185.7pp | 133.20%-116.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,991 | $3,090-35.5% | $2,420-17.7% | $4,660-57.3% |
| Participant deferral / active EE | $3,675 | $4,912-25.2% | $4,411-16.7% | $6,688-45.0% |
| Admin fee / account holder | $340 | $10,250-96.7% | $8,285-95.9% | $13,397-97.5% |