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 | $25,168 | $70,756-64.4% | $65,493-61.6% | $142,382-82.3% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 21.31% | 1754.89%-1733.6pp | 982.45%-961.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,098 | $2,881-61.9% | $2,574-57.4% | $4,299-74.5% |
| Participant deferral / active EE | $2,682 | $4,637-42.2% | $3,961-32.3% | $6,507-58.8% |
| Admin fee / account holder | $484 | $6,559-92.6% | $5,028-90.4% | $12,624-96.2% |