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 8-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 | $20,890 | $77,899-73.2% | $149,673-86.0% | $75,163-72.2% |
| Participation rate | 72.2% | 65.6%+6.6pp | 78.8%-6.5pp | 67.2%+5.0pp |
| Annual return | 19.56% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,540 | $3,137-50.9% | $4,818-68.0% | $2,670-42.3% |
| Participant deferral / active EE | $4,294 | $3,411+25.9% | $5,680-24.4% | $4,125+4.1% |
| Admin fee / account holder | $4,210 | $5,956-29.3% | $13,210-68.1% | $5,651-25.5% |