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 9-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 | $28,889 | $175,202-83.5% | $149,673-80.7% | $139,434-79.3% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 17.97% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,104 | $5,474-79.8% | $4,818-77.1% | $4,751-76.8% |
| Participant deferral / active EE | $3,545 | $6,519-45.6% | $5,680-37.6% | $6,710-47.2% |
| Admin fee / account holder | $5,449 | $16,150-66.3% | $13,210-58.7% | $11,403-52.2% |