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 7-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 | $11,342 | $69,207-83.6% | $64,056-82.3% | $139,434-91.9% |
| Participation rate | 76.5% | 75.6%+0.9pp | 72.3%+4.2pp | 80.3%-3.8pp |
| Annual return | 19.07% | 45.88%-26.8pp | 33.69%-14.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,823 | $4,682-39.7% | $3,880-27.2% | $6,710-57.9% |
| Admin fee / account holder | $1,039 | $4,244-75.5% | $3,068-66.2% | $11,403-90.9% |