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 | $13,712 | $111,754-87.7% | $103,333-86.7% | $145,922-90.6% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 21.67% | 24.77%-3.1pp | 24.88%-3.2pp | 561.29%-539.6pp |
| Employer contribution / active EE | $1,785 | $4,212-57.6% | $3,868-53.8% | $4,660-61.7% |
| Participant deferral / active EE | $4,815 | $5,619-14.3% | $5,057-4.8% | $6,688-28.0% |
| Admin fee / account holder | $594 | $9,750-93.9% | $8,355-92.9% | $13,397-95.6% |