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 | $36,150 | $118,849-69.6% | $96,562-62.6% | $167,490-78.4% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 13.17% | 50.49%-37.3pp | 37.78%-24.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,447 | $3,120-53.6% | $2,356-38.6% | $4,837-70.1% |
| Participant deferral / active EE | $2,045 | $4,616-55.7% | $3,849-46.9% | $6,341-67.8% |
| Admin fee / account holder | $591 | $8,065-92.7% | $6,181-90.4% | $12,309-95.2% |