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 | $16,773 | $77,899-78.5% | $149,673-88.8% | $75,163-77.7% |
| Participation rate | 86.5% | 65.6%+20.9pp | 78.8%+7.7pp | 67.2%+19.3pp |
| Annual return | 31.67% | 31.72%0pp | 134.42%-102.7pp | 160.62%-128.9pp |
| Employer contribution / active EE | $1,845 | $3,137-41.2% | $4,818-61.7% | $2,670-30.9% |
| Participant deferral / active EE | $6,316 | $3,411+85.2% | $5,680+11.2% | $4,125+53.1% |
| Admin fee / account holder | $1,173 | $5,956-80.3% | $13,210-91.1% | $5,651-79.2% |