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 3-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 | $7,153 | $90,348-92.1% | $75,972-90.6% | $145,922-95.1% |
| Participation rate | 92.3% | 74.5%+17.9pp | 69.1%+23.3pp | 80.3%+12.0pp |
| Annual return | 13.78% | 620.88%-607.1pp | 359.55%-345.8pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,042 | $3,311-38.3% | $2,685-23.9% | $4,660-56.2% |
| Participant deferral / active EE | $2,603 | $5,162-49.6% | $4,255-38.8% | $6,688-61.1% |
| Admin fee / account holder | $778 | $8,467-90.8% | $6,467-88.0% | $13,397-94.2% |