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 5-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 | $16,238 | $74,888-78.3% | $71,209-77.2% | $142,382-88.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 15.67% | 345.14%-329.5pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,535 | $2,854+23.8% | $2,721+29.9% | $4,299-17.8% |
| Participant deferral / active EE | $4,625 | $4,454+3.8% | $4,175+10.8% | $6,507-28.9% |
| Admin fee / account holder | $4,611 | $5,568-17.2% | $5,349-13.8% | $12,624-63.5% |