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 8-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 | $16,505 | $114,381-85.6% | $107,525-84.7% | $142,382-88.4% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 25.33% | 242.71%-217.4pp | 181.32%-156.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,908 | $4,015-2.7% | $3,754+4.1% | $4,299-9.1% |
| Participant deferral / active EE | $6,502 | $5,564+16.9% | $5,116+27.1% | $6,507-0.1% |
| Admin fee / account holder | $1,053 | $9,860-89.3% | $8,919-88.2% | $12,624-91.7% |