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 9-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 | $15,073 | $95,416-84.2% | $185,823-91.9% | $85,850-82.4% |
| Participation rate | 75.7% | 68.8%+6.9pp | 81.7%-6.0pp | 69.3%+6.4pp |
| Annual return | 27.22% | 23.59%+3.6pp | 122.05%-94.8pp | 318.53%-291.3pp |
| Employer contribution / active EE | $1,252 | $3,314-62.2% | $5,167-75.8% | $2,565-51.2% |
| Participant deferral / active EE | $1,718 | $3,423-49.8% | $5,568-69.1% | $3,952-56.5% |
| Admin fee / account holder | $1,096 | $7,213-84.8% | $16,237-93.3% | $6,260-82.5% |