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 6-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 | $23,253 | $111,754-79.2% | $103,333-77.5% | $145,922-84.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 22.51% | 24.77%-2.3pp | 24.88%-2.4pp | 561.29%-538.8pp |
| Employer contribution / active EE | $1,627 | $4,212-61.4% | $3,868-57.9% | $4,660-65.1% |
| Participant deferral / active EE | $9,353 | $5,619+66.5% | $5,057+84.9% | $6,688+39.9% |
| Admin fee / account holder | $1,157 | $9,750-88.1% | $8,355-86.1% | $13,397-91.4% |