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 9-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 | $11,836 | $105,931-88.8% | $81,930-85.6% | $158,922-92.6% |
| Participation rate | 92.9% | 75.6%+17.2pp | 72.0%+20.9pp | 82.0%+10.9pp |
| Annual return | 13.58% | 38.17%-24.6pp | 29.49%-15.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,077 | $7,800-86.2% | $4,310-75.0% | $4,761-77.4% |
| Participant deferral / active EE | $3,572 | $13,003-72.5% | $7,107-49.7% | $5,982-40.3% |
| Admin fee / account holder | $811 | $8,489-90.4% | $5,158-84.3% | $11,246-92.8% |