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 | $16,266 | $56,053-71.0% | $75,972-78.6% | $80,856-79.9% |
| Participation rate | 80.4% | 62.0%+18.4pp | 69.1%+11.3pp | 67.6%+12.8pp |
| Annual return | 20.05% | 20.53%-0.5pp | 359.55%-339.5pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,592 | $1,874-15.1% | $2,685-40.7% | $2,755-42.2% |
| Participant deferral / active EE | $3,593 | $3,052+17.8% | $4,255-15.6% | $4,296-16.3% |
| Admin fee / account holder | $1,780 | $5,234-66.0% | $6,467-72.5% | $6,918-74.3% |