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 3-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 | $12,041 | $111,754-89.2% | $103,333-88.3% | $145,922-91.7% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 11.63% | 24.77%-13.1pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $8,309 | $4,212+97.3% | $3,868+114.8% | $4,660+78.3% |
| Participant deferral / active EE | $4,208 | $5,619-25.1% | $5,057-16.8% | $6,688-37.1% |
| Admin fee / account holder | $945 | $9,750-90.3% | $8,355-88.7% | $13,397-92.9% |