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 7-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 | $31,423 | $115,882-72.9% | $100,516-68.7% | $158,922-80.2% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 20.56% | 34.79%-14.2pp | 30.89%-10.3pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,812 | $4,103-7.1% | $3,418+11.5% | $4,761-19.9% |
| Participant deferral / active EE | $4,895 | $6,674-26.7% | $6,270-21.9% | $5,982-18.2% |
| Admin fee / account holder | $1,586 | $10,995-85.6% | $8,081-80.4% | $11,246-85.9% |