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 6-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 | $24,117 | $111,754-78.4% | $103,333-76.7% | $145,922-83.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 12.22% | 24.77%-12.5pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,744 | $4,212-58.6% | $3,868-54.9% | $4,660-62.6% |
| Participant deferral / active EE | $3,176 | $5,619-43.5% | $5,057-37.2% | $6,688-52.5% |
| Admin fee / account holder | $2,099 | $9,750-78.5% | $8,355-74.9% | $13,397-84.3% |