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 | $18,075 | $77,899-76.8% | $149,673-87.9% | $75,163-76.0% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 19.97% | 31.72%-11.7pp | 134.42%-114.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,858 | $3,137-40.8% | $4,818-61.4% | $2,670-30.4% |
| Participant deferral / active EE | $2,750 | $3,411-19.4% | $5,680-51.6% | $4,125-33.3% |
| Admin fee / account holder | $538 | $5,956-91.0% | $13,210-95.9% | $5,651-90.5% |