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 | $29,372 | $133,922-78.1% | $116,228-74.7% | $142,382-79.4% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 20.65% | 147.76%-127.1pp | 90.06%-69.4pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,576 | $3,446-54.3% | $2,994-47.4% | $4,299-63.3% |
| Participant deferral / active EE | $3,872 | $5,672-31.7% | $4,953-21.8% | $6,507-40.5% |
| Admin fee / account holder | $1,097 | $14,945-92.7% | $11,989-90.9% | $12,624-91.3% |