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 | $21,164 | $90,348-76.6% | $75,972-72.1% | $145,922-85.5% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.1%+1.5pp | 80.3%-9.7pp |
| Annual return | 12.50% | 620.88%-608.4pp | 359.55%-347.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,426 | $3,311-56.9% | $2,685-46.9% | $4,660-69.4% |
| Participant deferral / active EE | $4,059 | $5,162-21.4% | $4,255-4.6% | $6,688-39.3% |
| Admin fee / account holder | $742 | $8,467-91.2% | $6,467-88.5% | $13,397-94.5% |