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 | $24,245 | $127,065-80.9% | $113,168-78.6% | $142,382-83.0% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 20.44% | 24.03%-3.6pp | 24.27%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,203 | $3,442-36.0% | $2,975-25.9% | $4,299-48.8% |
| Participant deferral / active EE | $5,468 | $5,716-4.3% | $5,107+7.1% | $6,507-16.0% |
| Admin fee / account holder | $344 | $15,736-97.8% | $12,068-97.2% | $12,624-97.3% |