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 | $25,123 | $183,519-86.3% | $155,509-83.8% | $145,922-82.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.64% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,355 | $5,313-55.7% | $4,672-49.6% | $4,660-49.5% |
| Participant deferral / active EE | $5,298 | $6,462-18.0% | $5,626-5.8% | $6,688-20.8% |
| Admin fee / account holder | $2,950 | $19,313-84.7% | $15,912-81.5% | $13,397-78.0% |