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 | $12,629 | $77,899-83.8% | $149,673-91.6% | $75,163-83.2% |
| Participation rate | 76.2% | 65.6%+10.6pp | 78.8%-2.6pp | 67.2%+9.0pp |
| Annual return | 27.69% | 31.72%-4.0pp | 134.42%-106.7pp | 160.62%-132.9pp |
| Employer contribution / active EE | $1,430 | $3,137-54.4% | $4,818-70.3% | $2,670-46.4% |
| Participant deferral / active EE | $1,796 | $3,411-47.3% | $5,680-68.4% | $4,125-56.5% |
| Admin fee / account holder | $635 | $5,956-89.3% | $13,210-95.2% | $5,651-88.8% |