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 | $10,794 | $99,877-89.2% | $84,966-87.3% | $145,922-92.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.86% | 83.76%-70.9pp | 66.38%-53.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,775 | $3,231-45.1% | $2,727-34.9% | $4,660-61.9% |
| Participant deferral / active EE | $2,889 | $5,291-45.4% | $4,519-36.1% | $6,688-56.8% |
| Admin fee / account holder | $1,149 | $7,248-84.1% | $6,149-81.3% | $13,397-91.4% |