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 6-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 | $7,729 | $74,888-89.7% | $71,209-89.1% | $142,382-94.6% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 28.04% | 345.14%-317.1pp | 282.51%-254.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $1,672 | $2,854-41.4% | $2,721-38.6% | $4,299-61.1% |
| Participant deferral / active EE | $1,973 | $4,454-55.7% | $4,175-52.7% | $6,507-69.7% |
| Admin fee / account holder | $1,320 | $5,568-76.3% | $5,349-75.3% | $12,624-89.5% |