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 | $14,948 | $61,774-75.8% | $97,226-84.6% | $80,856-81.5% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.7%+24.0pp | 67.6%+29.0pp |
| Annual return | 23.15% | -557.90%+581.1pp | 75.13%-52.0pp | 35.59%-12.4pp |
| Employer contribution / active EE | $6,560 | $1,837+257.2% | $2,729+140.4% | $2,755+138.1% |
| Participant deferral / active EE | $9,415 | $3,029+210.9% | $4,264+120.8% | $4,296+119.2% |
| Admin fee / account holder | $6,055 | $5,166+17.2% | $5,654+7.1% | $6,918-12.5% |