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 | $13,528 | $106,515-87.3% | $96,683-86.0% | $139,434-90.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.61% | 38.43%-20.8pp | 35.69%-18.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,146 | $4,103-23.3% | $3,737-15.8% | $4,751-33.8% |
| Participant deferral / active EE | $6,918 | $5,454+26.8% | $4,878+41.8% | $6,710+3.1% |
| Admin fee / account holder | $707 | $7,877-91.0% | $6,730-89.5% | $11,403-93.8% |