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 5-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 | $13,481 | $74,888-82.0% | $71,209-81.1% | $142,382-90.5% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 22.35% | 345.14%-322.8pp | 282.51%-260.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,167 | $2,854-59.1% | $2,721-57.1% | $4,299-72.9% |
| Participant deferral / active EE | $3,665 | $4,454-17.7% | $4,175-12.2% | $6,507-43.7% |
| Admin fee / account holder | $1,462 | $5,568-73.8% | $5,349-72.7% | $12,624-88.4% |