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 | $14,174 | $111,724-87.3% | $93,606-84.9% | $145,922-90.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 11.92% | 202.98%-191.1pp | 133.20%-121.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,275 | $3,090-58.7% | $2,420-47.3% | $4,660-72.6% |
| Participant deferral / active EE | $2,950 | $4,912-39.9% | $4,411-33.1% | $6,688-55.9% |
| Admin fee / account holder | $2,510 | $10,250-75.5% | $8,285-69.7% | $13,397-81.3% |