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 | $24,661 | $133,922-81.6% | $116,228-78.8% | $142,382-82.7% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.6%+15.9pp | 80.1%+10.4pp |
| Annual return | 14.57% | 147.76%-133.2pp | 90.06%-75.5pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,710 | $3,446-50.4% | $2,994-42.9% | $4,299-60.2% |
| Participant deferral / active EE | $3,579 | $5,672-36.9% | $4,953-27.7% | $6,507-45.0% |
| Admin fee / account holder | $522 | $14,945-96.5% | $11,989-95.6% | $12,624-95.9% |