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 | $11,544 | $117,983-90.2% | $101,794-88.7% | $142,382-91.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 24.54% | 36.92%-12.4pp | 30.53%-6.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,205 | $2,773-56.5% | $2,289-47.3% | $4,299-72.0% |
| Participant deferral / active EE | $1,791 | $4,714-62.0% | $4,084-56.1% | $6,507-72.5% |
| Admin fee / account holder | $751 | $10,433-92.8% | $8,777-91.4% | $12,624-94.0% |