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 | $19,482 | $74,888-74.0% | $71,209-72.6% | $142,382-86.3% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 15.19% | 345.14%-330.0pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,342 | $2,854-18.0% | $2,721-13.9% | $4,299-45.5% |
| Participant deferral / active EE | $3,117 | $4,454-30.0% | $4,175-25.3% | $6,507-52.1% |
| Admin fee / account holder | $1,050 | $5,568-81.1% | $5,349-80.4% | $12,624-91.7% |