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 | $13,849 | $95,266-85.5% | $82,389-83.2% | $142,382-90.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.27% | 25.74%-9.5pp | 28.67%-12.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,141 | $2,991-61.8% | $2,517-54.7% | $4,299-73.5% |
| Participant deferral / active EE | $1,865 | $4,809-61.2% | $4,155-55.1% | $6,507-71.3% |
| Admin fee / account holder | $2,110 | $8,563-75.4% | $7,231-70.8% | $12,624-83.3% |