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 | $31,801 | $179,726-82.3% | $156,263-79.6% | $142,382-77.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 15.80% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,512 | $5,069-70.2% | $4,333-65.1% | $4,299-64.8% |
| Participant deferral / active EE | $2,475 | $6,956-64.4% | $6,158-59.8% | $6,507-62.0% |
| Admin fee / account holder | $654 | $17,272-96.2% | $14,255-95.4% | $12,624-94.8% |