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 | $14,323 | $74,888-80.9% | $71,209-79.9% | $142,382-89.9% |
| Participation rate | 78.9% | 76.2%+2.7pp | 73.8%+5.2pp | 80.1%-1.2pp |
| Annual return | 16.48% | 345.14%-328.7pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,544 | $2,854-45.9% | $2,721-43.2% | $4,299-64.1% |
| Participant deferral / active EE | $3,557 | $4,454-20.1% | $4,175-14.8% | $6,507-45.3% |
| Admin fee / account holder | $1,697 | $5,568-69.5% | $5,349-68.3% | $12,624-86.6% |