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 | $26,906 | $112,881-76.2% | $90,951-70.4% | $158,922-83.1% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 22.14% | 215.79%-193.7pp | 134.60%-112.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $8,379 | $2,893+189.6% | $2,122+294.9% | $4,761+76.0% |
| Participant deferral / active EE | $7,385 | $4,128+78.9% | $3,373+118.9% | $5,982+23.4% |
| Admin fee / account holder | $647 | $8,041-92.0% | $5,959-89.1% | $11,246-94.2% |