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 6-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 | $14,737 | $57,541-74.4% | $95,745-84.6% | $75,163-80.4% |
| Participation rate | 87.7% | 62.5%+25.2pp | 72.3%+15.5pp | 67.2%+20.5pp |
| Annual return | 16.66% | 34.93%-18.3pp | 28.35%-11.7pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,528 | $1,808+39.8% | $2,835-10.8% | $2,670-5.3% |
| Participant deferral / active EE | $2,185 | $3,074-28.9% | $4,245-48.5% | $4,125-47.0% |
| Admin fee / account holder | $438 | $4,099-89.3% | $5,678-92.3% | $5,651-92.2% |