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 | $22,359 | $112,096-80.1% | $95,952-76.7% | $158,922-85.9% |
| Participation rate | 70.8% | 79.0%-8.1pp | 77.1%-6.2pp | 82.0%-11.1pp |
| Annual return | 26.54% | 171.09%-144.6pp | 91.61%-65.1pp | 302.83%-276.3pp |
| Employer contribution / active EE | $3,561 | $3,198+11.3% | $2,541+40.1% | $4,761-25.2% |
| Participant deferral / active EE | $7,128 | $4,784+49.0% | $4,167+71.1% | $5,982+19.2% |
| Admin fee / account holder | $7,563 | $10,130-25.3% | $6,795+11.3% | $11,246-32.7% |