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 | $25,745 | $176,377-85.4% | $134,143-80.8% | $158,922-83.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.45% | 63.63%-45.2pp | 36.33%-17.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,803 | $5,040-64.2% | $3,704-51.3% | $4,761-62.1% |
| Participant deferral / active EE | $5,023 | $4,091+22.8% | $3,499+43.6% | $5,982-16.0% |
| Admin fee / account holder | $949 | $8,718-89.1% | $6,684-85.8% | $11,246-91.6% |