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 | $15,516 | $85,022-81.8% | $70,515-78.0% | $139,434-88.9% |
| Participation rate | 73.7% | 73.9%-0.2pp | 68.3%+5.3pp | 80.3%-6.6pp |
| Annual return | 15.74% | 30.38%-14.6pp | 32.77%-17.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,742 | $3,909-55.4% | $2,973-41.4% | $4,751-63.3% |
| Participant deferral / active EE | $4,379 | $5,890-25.7% | $4,567-4.1% | $6,710-34.7% |
| Admin fee / account holder | $2,409 | $8,906-73.0% | $6,412-62.4% | $11,403-78.9% |