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 | $22,342 | $95,416-76.6% | $185,823-88.0% | $85,850-74.0% |
| Participation rate | 91.7% | 68.8%+22.9pp | 81.7%+10.0pp | 69.3%+22.4pp |
| Annual return | 30.13% | 23.59%+6.5pp | 122.05%-91.9pp | 318.53%-288.4pp |
| Employer contribution / active EE | $1,655 | $3,314-50.1% | $5,167-68.0% | $2,565-35.5% |
| Participant deferral / active EE | $3,778 | $3,423+10.4% | $5,568-32.1% | $3,952-4.4% |
| Admin fee / account holder | $869 | $7,213-87.9% | $16,237-94.6% | $6,260-86.1% |