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 | $15,445 | $105,126-85.3% | $94,646-83.7% | $139,434-88.9% |
| Participation rate | 70.6% | 82.4%-11.8pp | 80.8%-10.2pp | 80.3%-9.7pp |
| Annual return | 27.66% | 38.03%-10.4pp | 156.71%-129.0pp | 372.94%-345.3pp |
| Employer contribution / active EE | $4,432 | $4,106+8.0% | $3,672+20.7% | $4,751-6.7% |
| Participant deferral / active EE | $6,812 | $7,599-10.4% | $7,418-8.2% | $6,710+1.5% |
| Admin fee / account holder | $2,678 | $8,984-70.2% | $7,231-63.0% | $11,403-76.5% |