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 | $14,033 | $56,053-75.0% | $75,972-81.5% | $80,856-82.6% |
| Participation rate | 84.8% | 62.0%+22.8pp | 69.1%+15.8pp | 67.6%+17.2pp |
| Annual return | 14.34% | 20.53%-6.2pp | 359.55%-345.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,232 | $1,874-34.2% | $2,685-54.1% | $2,755-55.3% |
| Participant deferral / active EE | $1,764 | $3,052-42.2% | $4,255-58.6% | $4,296-58.9% |
| Admin fee / account holder | $1,129 | $5,234-78.4% | $6,467-82.5% | $6,918-83.7% |