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 | $11,993 | $100,773-88.1% | $88,946-86.5% | $142,382-91.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.90% | 70.18%-45.3pp | 57.82%-32.9pp | 217.08%-192.2pp |
| Employer contribution / active EE | $3,395 | $2,918+16.4% | $2,555+32.9% | $4,299-21.0% |
| Participant deferral / active EE | $5,518 | $5,230+5.5% | $4,581+20.4% | $6,507-15.2% |
| Admin fee / account holder | $3,959 | $9,693-59.2% | $8,261-52.1% | $12,624-68.6% |