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 | $7,720 | $69,207-88.8% | $64,056-87.9% | $139,434-94.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 17.54% | 45.88%-28.3pp | 33.69%-16.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,387 | $3,182-56.4% | $2,747-49.5% | $4,751-70.8% |
| Participant deferral / active EE | $2,097 | $4,682-55.2% | $3,880-45.9% | $6,710-68.7% |
| Admin fee / account holder | $465 | $4,244-89.0% | $3,068-84.9% | $11,403-95.9% |