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 | $24,672 | $159,602-84.5% | $150,045-83.6% | $142,382-82.7% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 46.65% | 70.24%-23.6pp | 62.55%-15.9pp | 217.08%-170.4pp |
| Employer contribution / active EE | $2,904 | $4,961-41.5% | $4,693-38.1% | $4,299-32.5% |
| Participant deferral / active EE | $5,226 | $8,310-37.1% | $7,997-34.7% | $6,507-19.7% |
| Admin fee / account holder | $624 | $14,846-95.8% | $13,435-95.4% | $12,624-95.1% |