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 6-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 | $22,269 | $74,888-70.3% | $71,209-68.7% | $142,382-84.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 17.78% | 345.14%-327.4pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $850 | $2,854-70.2% | $2,721-68.8% | $4,299-80.2% |
| Participant deferral / active EE | $2,719 | $4,454-39.0% | $4,175-34.9% | $6,507-58.2% |
| Admin fee / account holder | $940 | $5,568-83.1% | $5,349-82.4% | $12,624-92.6% |