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 | $36,168 | $71,050-49.1% | $93,606-61.4% | $80,856-55.3% |
| Participation rate | 82.1% | 60.4%+21.7pp | 68.7%+13.4pp | 67.6%+14.5pp |
| Annual return | 12.06% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,331 | $1,564+177.0% | $2,420+79.0% | $2,755+57.2% |
| Participant deferral / active EE | $2,808 | $4,034-30.4% | $4,411-36.3% | $4,296-34.6% |
| Admin fee / account holder | $1,338 | $6,945-80.7% | $8,285-83.8% | $6,918-80.7% |