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 | $16,458 | $159,602-89.7% | $150,045-89.0% | $142,382-88.4% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 21.21% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,805 | $4,961-63.6% | $4,693-61.5% | $4,299-58.0% |
| Participant deferral / active EE | $4,512 | $8,310-45.7% | $7,997-43.6% | $6,507-30.7% |
| Admin fee / account holder | $526 | $14,846-96.5% | $13,435-96.1% | $12,624-95.8% |