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 6-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 | $16,893 | $61,774-72.7% | $97,226-82.6% | $80,856-79.1% |
| Participation rate | 92.9% | 63.5%+29.4pp | 72.7%+20.2pp | 67.6%+25.2pp |
| Annual return | 15.14% | -557.90%+573.0pp | 75.13%-60.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,261 | $1,837+23.1% | $2,729-17.1% | $2,755-17.9% |
| Participant deferral / active EE | $2,323 | $3,029-23.3% | $4,264-45.5% | $4,296-45.9% |
| Admin fee / account holder | $694 | $5,166-86.6% | $5,654-87.7% | $6,918-90.0% |