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 | $21,997 | $74,888-70.6% | $71,209-69.1% | $142,382-84.6% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 22.30% | 345.14%-322.8pp | 282.51%-260.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,123 | $2,854+9.4% | $2,721+14.8% | $4,299-27.4% |
| Participant deferral / active EE | $5,007 | $4,454+12.4% | $4,175+19.9% | $6,507-23.1% |
| Admin fee / account holder | $357 | $5,568-93.6% | $5,349-93.3% | $12,624-97.2% |