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 | $11,074 | $169,032-93.4% | $129,207-91.4% | $145,922-92.4% |
| Participation rate | 88.9% | 76.4%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 17.81% | 14330.11%-14312.3pp | 9417.33%-9399.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,349 | $5,537-75.6% | $4,153-67.5% | $4,660-71.0% |
| Participant deferral / active EE | $3,660 | $4,987-26.6% | $4,168-12.2% | $6,688-45.3% |
| Admin fee / account holder | $945 | $9,954-90.5% | $7,715-87.7% | $13,397-92.9% |