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 | $17,299 | $105,126-83.5% | $94,646-81.7% | $139,434-87.6% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 20.63% | 38.03%-17.4pp | 156.71%-136.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,849 | $4,106-55.0% | $3,672-49.6% | $4,751-61.1% |
| Participant deferral / active EE | $4,090 | $7,599-46.2% | $7,418-44.9% | $6,710-39.0% |
| Admin fee / account holder | $507 | $8,984-94.4% | $7,231-93.0% | $11,403-95.6% |