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 | $17,939 | $99,877-82.0% | $84,966-78.9% | $145,922-87.7% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.1pp |
| Annual return | 24.63% | 83.76%-59.1pp | 66.38%-41.8pp | 561.29%-536.7pp |
| Employer contribution / active EE | $2,172 | $3,231-32.8% | $2,727-20.3% | $4,660-53.4% |
| Participant deferral / active EE | $3,860 | $5,291-27.0% | $4,519-14.6% | $6,688-42.3% |
| Admin fee / account holder | $399 | $7,248-94.5% | $6,149-93.5% | $13,397-97.0% |