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 | $17,761 | $99,877-82.2% | $84,966-79.1% | $145,922-87.8% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 15.59% | 83.76%-68.2pp | 66.38%-50.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,881 | $3,231+20.1% | $2,727+42.3% | $4,660-16.7% |
| Participant deferral / active EE | $8,483 | $5,291+60.3% | $4,519+87.7% | $6,688+26.8% |
| Admin fee / account holder | $331 | $7,248-95.4% | $6,149-94.6% | $13,397-97.5% |