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 7-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 | $19,481 | $51,576-62.2% | $129,207-84.9% | $80,856-75.9% |
| Participation rate | 74.1% | 57.0%+17.1pp | 69.6%+4.5pp | 67.6%+6.4pp |
| Annual return | 13.81% | 20.81%-7.0pp | 9417.33%-9403.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,958 | $1,584+86.8% | $4,153-28.8% | $2,755+7.4% |
| Participant deferral / active EE | $2,835 | $2,669+6.2% | $4,168-32.0% | $4,296-34.0% |
| Admin fee / account holder | $642 | $4,305-85.1% | $7,715-91.7% | $6,918-90.7% |