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 | $29,012 | $85,766-66.2% | $136,294-78.7% | $70,131-58.6% |
| Participation rate | 93.5% | 74.2%+19.3pp | 81.9%+11.6pp | 69.5%+23.9pp |
| Annual return | 21.39% | 31.45%-10.1pp | 5155.94%-5134.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,874 | $2,966-3.1% | $4,695-38.8% | $2,342+22.7% |
| Participant deferral / active EE | $5,713 | $5,051+13.1% | $6,247-8.6% | $3,332+71.5% |
| Admin fee / account holder | $3,274 | $5,420-39.6% | $9,243-64.6% | $4,645-29.5% |