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 | $11,120 | $118,427-90.6% | $66,042-83.2% | $142,382-92.2% |
| Participation rate | 77.3% | 68.1%+9.1pp | 67.5%+9.8pp | 80.1%-2.8pp |
| Annual return | 18.97% | 35.57%-16.6pp | 52.11%-33.1pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,019 | $2,570-60.3% | $1,579-35.5% | $4,299-76.3% |
| Participant deferral / active EE | $1,805 | $4,311-58.1% | $2,835-36.4% | $6,507-72.3% |
| Admin fee / account holder | $914 | $9,593-90.5% | $5,747-84.1% | $12,624-92.8% |