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 | $16,891 | $127,264-86.7% | $109,895-84.6% | $167,490-89.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.15% | 22.97%-6.8pp | 29.45%-13.3pp | 478.56%-462.4pp |
| Employer contribution / active EE | $3,066 | $3,322-7.7% | $2,842+7.9% | $4,837-36.6% |
| Participant deferral / active EE | $5,556 | $4,514+23.1% | $4,048+37.3% | $6,341-12.4% |
| Admin fee / account holder | $1,950 | $7,114-72.6% | $6,066-67.9% | $12,309-84.2% |