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 | $7,565 | $100,773-92.5% | $88,946-91.5% | $142,382-94.7% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 31.92% | 70.18%-38.3pp | 57.82%-25.9pp | 217.08%-185.2pp |
| Employer contribution / active EE | $1,495 | $2,918-48.8% | $2,555-41.5% | $4,299-65.2% |
| Participant deferral / active EE | $1,995 | $5,230-61.9% | $4,581-56.4% | $6,507-69.3% |
| Admin fee / account holder | $637 | $9,693-93.4% | $8,261-92.3% | $12,624-95.0% |