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 5-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 | $16,152 | $56,317-71.3% | $71,209-77.3% | $74,304-78.3% |
| Participation rate | 97.0% | 55.1%+41.9pp | 73.8%+23.3pp | 60.3%+36.7pp |
| Annual return | 18.89% | 42.83%-23.9pp | 282.51%-263.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,759 | $2,160-18.5% | $2,721-35.3% | $2,241-21.5% |
| Participant deferral / active EE | $2,737 | $2,788-1.8% | $4,175-34.5% | $3,767-27.4% |
| Admin fee / account holder | $2,035 | $2,290-11.1% | $5,349-62.0% | $2,969-31.4% |