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 | $11,303 | $100,773-88.8% | $88,946-87.3% | $142,382-92.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 27.67% | 70.18%-42.5pp | 57.82%-30.2pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,922 | $2,918-34.1% | $2,555-24.8% | $4,299-55.3% |
| Participant deferral / active EE | $4,018 | $5,230-23.2% | $4,581-12.3% | $6,507-38.2% |
| Admin fee / account holder | $1,122 | $9,693-88.4% | $8,261-86.4% | $12,624-91.1% |