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 | $14,711 | $100,773-85.4% | $88,946-83.5% | $142,382-89.7% |
| Participation rate | 73.7% | 74.3%-0.6pp | 68.8%+4.8pp | 80.1%-6.4pp |
| Annual return | 24.68% | 70.18%-45.5pp | 57.82%-33.1pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,226 | $2,918-58.0% | $2,555-52.0% | $4,299-71.5% |
| Participant deferral / active EE | $4,292 | $5,230-17.9% | $4,581-6.3% | $6,507-34.0% |
| Admin fee / account holder | $819 | $9,693-91.6% | $8,261-90.1% | $12,624-93.5% |