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 | $14,904 | $39,019-61.8% | $80,716-81.5% | $85,850-82.6% |
| Participation rate | 90.2% | 41.5%+48.6pp | 54.2%+36.0pp | 69.3%+20.8pp |
| Annual return | 11.76% | 26.27%-14.5pp | 87.28%-75.5pp | 318.53%-306.8pp |
| Employer contribution / active EE | $3,129 | $722+333.4% | $1,160+169.7% | $2,565+22.0% |
| Participant deferral / active EE | $1,419 | $1,326+7.0% | $2,146-33.9% | $3,952-64.1% |
| Admin fee / account holder | $426 | $2,431-82.5% | $3,380-87.4% | $6,260-93.2% |