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 8-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 | $23,159 | $127,777-81.9% | $106,548-78.3% | $167,490-86.2% |
| Participation rate | 77.8% | 78.3%-0.5pp | 76.1%+1.6pp | 82.1%-4.3pp |
| Annual return | 17.63% | 33.87%-16.2pp | 26.80%-9.2pp | 478.56%-460.9pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,752 | $5,087+52.4% | $4,398+76.3% | $6,341+22.2% |
| Admin fee / account holder | $5,511 | $11,228-50.9% | $7,407-25.6% | $12,309-55.2% |