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 | $30,312 | $89,753-66.2% | $107,525-71.8% | $84,808-64.3% |
| Participation rate | 91.8% | 68.1%+23.8pp | 75.1%+16.8pp | 68.3%+23.5pp |
| Annual return | 21.29% | 29.48%-8.2pp | 181.32%-160.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,206 | $3,113-61.3% | $3,754-67.9% | $2,631-54.1% |
| Participant deferral / active EE | $2,632 | $4,056-35.1% | $5,116-48.6% | $4,212-37.5% |
| Admin fee / account holder | $1,156 | $7,222-84.0% | $8,919-87.0% | $7,344-84.3% |