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 | $32,943 | $54,705-39.8% | $71,209-53.7% | $84,808-61.2% |
| Participation rate | 82.9% | 64.1%+18.8pp | 73.8%+9.1pp | 68.3%+14.5pp |
| Annual return | 19.65% | 35.90%-16.2pp | 282.51%-262.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,482 | $2,158-31.3% | $2,721-45.5% | $2,631-43.7% |
| Participant deferral / active EE | $3,387 | $3,030+11.8% | $4,175-18.9% | $4,212-19.6% |
| Admin fee / account holder | $1,551 | $4,863-68.1% | $5,349-71.0% | $7,344-78.9% |