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 5-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 | $6,689 | $100,773-93.4% | $88,946-92.5% | $142,382-95.3% |
| Participation rate | 95.7% | 74.3%+21.4pp | 68.8%+26.8pp | 80.1%+15.5pp |
| Annual return | 20.88% | 70.18%-49.3pp | 57.82%-36.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,650 | $2,918-43.5% | $2,555-35.4% | $4,299-61.6% |
| Participant deferral / active EE | $2,985 | $5,230-42.9% | $4,581-34.9% | $6,507-54.1% |
| Admin fee / account holder | $1,702 | $9,693-82.4% | $8,261-79.4% | $12,624-86.5% |