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 9-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 | $17,367 | $77,899-77.7% | $149,673-88.4% | $75,163-76.9% |
| Participation rate | 75.9% | 65.6%+10.3pp | 78.8%-2.8pp | 67.2%+8.7pp |
| Annual return | 16.52% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,382 | $3,137-56.0% | $4,818-71.3% | $2,670-48.2% |
| Participant deferral / active EE | $2,754 | $3,411-19.3% | $5,680-51.5% | $4,125-33.2% |
| Admin fee / account holder | $2,841 | $5,956-52.3% | $13,210-78.5% | $5,651-49.7% |