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 8-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 | $40,968 | $48,230-15.1% | $67,502-39.3% | $80,856-49.3% |
| Participation rate | 75.7% | 66.4%+9.3pp | 72.9%+2.8pp | 67.6%+8.0pp |
| Annual return | 20.72% | 18.28%+2.4pp | 3512.12%-3491.4pp | 35.59%-14.9pp |
| Employer contribution / active EE | $757 | $2,020-62.5% | $2,731-72.3% | $2,755-72.5% |
| Participant deferral / active EE | $4,351 | $2,924+48.8% | $4,000+8.8% | $4,296+1.3% |
| Admin fee / account holder | $5,672 | $3,681+54.1% | $3,998+41.9% | $6,918-18.0% |