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 | $22,182 | $103,376-78.5% | $87,100-74.5% | $152,861-85.5% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 27.29% | 28.10%-0.8pp | 28.19%-0.9pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,939 | $3,220-8.7% | $2,521+16.6% | $4,762-38.3% |
| Participant deferral / active EE | $7,354 | $4,778+53.9% | $4,049+81.7% | $5,850+25.7% |
| Admin fee / account holder | $5,232 | $12,205-57.1% | $7,497-30.2% | $11,596-54.9% |