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 8-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 | $17,757 | $102,966-82.8% | $90,281-80.3% | $152,861-88.4% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 28.44% | 95.16%-66.7pp | 78.10%-49.7pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,712 | $3,139-45.5% | $2,854-40.0% | $4,762-64.1% |
| Participant deferral / active EE | $5,329 | $4,281+24.5% | $3,885+37.2% | $5,850-8.9% |
| Admin fee / account holder | $306 | $6,171-95.0% | $5,351-94.3% | $11,596-97.4% |