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 | $32,735 | $74,888-56.3% | $71,209-54.0% | $142,382-77.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 18.97% | 345.14%-326.2pp | 282.51%-263.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,694 | $2,854-40.6% | $2,721-37.7% | $4,299-60.6% |
| Participant deferral / active EE | $2,892 | $4,454-35.1% | $4,175-30.7% | $6,507-55.6% |
| Admin fee / account holder | $2,650 | $5,568-52.4% | $5,349-50.5% | $12,624-79.0% |