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 10-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 | $15,554 | $91,037-82.9% | $71,671-78.3% | $147,584-89.5% |
| Participation rate | 91.7% | 76.1%+15.5pp | 68.7%+22.9pp | 82.8%+8.8pp |
| Annual return | 22.59% | 20.48%+2.1pp | 20.65%+1.9pp | 578.55%-556.0pp |
| Employer contribution / active EE | $4,182 | $3,327+25.7% | $2,460+70.0% | $4,876-14.2% |
| Participant deferral / active EE | $2,794 | $4,498-37.9% | $3,438-18.7% | $5,439-48.6% |
| Admin fee / account holder | $318 | $8,613-96.3% | $5,558-94.3% | $10,885-97.1% |