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 6-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 | $21,128 | $96,635-78.1% | $86,612-75.6% | $139,434-84.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 15.30% | 106.41%-91.1pp | 591.07%-575.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,568 | $3,263-51.9% | $3,022-48.1% | $4,751-67.0% |
| Participant deferral / active EE | $2,546 | $4,836-47.3% | $4,438-42.6% | $6,710-62.1% |
| Admin fee / account holder | $4,205 | $6,408-34.4% | $5,614-25.1% | $11,403-63.1% |