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 | $18,100 | $74,888-75.8% | $71,209-74.6% | $142,382-87.3% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 21.79% | 345.14%-323.4pp | 282.51%-260.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,390 | $2,854-51.3% | $2,721-48.9% | $4,299-67.7% |
| Participant deferral / active EE | $2,598 | $4,454-41.7% | $4,175-37.8% | $6,507-60.1% |
| Admin fee / account holder | $1,855 | $5,568-66.7% | $5,349-65.3% | $12,624-85.3% |