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 | $33,341 | $100,773-66.9% | $88,946-62.5% | $142,382-76.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 17.57% | 70.18%-52.6pp | 57.82%-40.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,523 | $2,918-13.5% | $2,555-1.3% | $4,299-41.3% |
| Participant deferral / active EE | $7,140 | $5,230+36.5% | $4,581+55.9% | $6,507+9.7% |
| Admin fee / account holder | $1,787 | $9,693-81.6% | $8,261-78.4% | $12,624-85.8% |