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 | $17,130 | $106,515-83.9% | $96,683-82.3% | $139,434-87.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.49% | 38.43%-22.9pp | 35.69%-20.2pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,937 | $4,103-52.8% | $3,737-48.2% | $4,751-59.2% |
| Participant deferral / active EE | $6,387 | $5,454+17.1% | $4,878+30.9% | $6,710-4.8% |
| Admin fee / account holder | $5,191 | $7,877-34.1% | $6,730-22.9% | $11,403-54.5% |