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 | $17,223 | $115,770-85.1% | $101,248-83.0% | $158,922-89.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 40.87% | 56.14%-15.3pp | 46.47%-5.6pp | 302.83%-262.0pp |
| Employer contribution / active EE | $3,716 | $4,175-11.0% | $3,660+1.6% | $4,761-21.9% |
| Participant deferral / active EE | $6,570 | $4,957+32.5% | $4,370+50.3% | $5,982+9.8% |
| Admin fee / account holder | $323 | $7,245-95.5% | $5,945-94.6% | $11,246-97.1% |