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 | $7,087 | $115,708-93.9% | $65,255-89.1% | $139,434-94.9% |
| Participation rate | 95.2% | 67.8%+27.4pp | 65.0%+30.3pp | 80.3%+14.9pp |
| Annual return | 31.61% | 31.19%+0.4pp | 47.35%-15.7pp | 372.94%-341.3pp |
| Employer contribution / active EE | $1,535 | $2,599-40.9% | $1,691-9.2% | $4,751-67.7% |
| Participant deferral / active EE | $3,649 | $4,240-13.9% | $2,831+28.9% | $6,710-45.6% |
| Admin fee / account holder | $875 | $6,698-86.9% | $4,112-78.7% | $11,403-92.3% |