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 3-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 | $17,800 | $74,888-76.2% | $71,209-75.0% | $142,382-87.5% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 19.98% | 345.14%-325.2pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,201 | $2,854-22.9% | $2,721-19.1% | $4,299-48.8% |
| Participant deferral / active EE | $2,907 | $4,454-34.7% | $4,175-30.4% | $6,507-55.3% |
| Admin fee / account holder | $1,725 | $5,568-69.0% | $5,349-67.7% | $12,624-86.3% |