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 | $23,184 | $104,907-77.9% | $84,611-72.6% | $152,861-84.8% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 13.56% | 373.79%-360.2pp | 258.74%-245.2pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,498 | $3,302-24.3% | $2,652-5.8% | $4,762-47.5% |
| Participant deferral / active EE | $6,190 | $4,688+32.0% | $3,899+58.8% | $5,850+5.8% |
| Admin fee / account holder | $3,116 | $6,241-50.1% | $4,912-36.6% | $11,596-73.1% |