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 | $18,450 | $53,516-65.5% | $126,539-85.4% | $84,808-78.2% |
| Participation rate | 74.2% | 58.2%+15.9pp | 69.8%+4.4pp | 68.3%+5.9pp |
| Annual return | 18.36% | 58.34%-40.0pp | 425.95%-407.6pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,367 | $1,535-10.9% | $3,674-62.8% | $2,631-48.0% |
| Participant deferral / active EE | $1,880 | $2,671-29.6% | $4,083-53.9% | $4,212-55.4% |
| Admin fee / account holder | $1,329 | $4,497-70.4% | $6,065-78.1% | $7,344-81.9% |