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 | $13,766 | $104,974-86.9% | $95,585-85.6% | $142,382-90.3% |
| Participation rate | 92.9% | 75.0%+17.9pp | 72.1%+20.8pp | 80.1%+12.7pp |
| Annual return | 17.80% | 210.33%-192.5pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,830 | $2,779+1.8% | $2,527+12.0% | $4,299-34.2% |
| Participant deferral / active EE | $1,507 | $4,352-65.4% | $4,023-62.5% | $6,507-76.8% |
| Admin fee / account holder | $923 | $6,386-85.5% | $6,127-84.9% | $12,624-92.7% |