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 | $14,761 | $48,230-69.4% | $67,502-78.1% | $80,856-81.7% |
| Participation rate | 89.6% | 66.4%+23.2pp | 72.9%+16.7pp | 67.6%+21.9pp |
| Annual return | 15.68% | 18.28%-2.6pp | 3512.12%-3496.4pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,721 | $2,020+34.7% | $2,731-0.3% | $2,755-1.2% |
| Participant deferral / active EE | $4,047 | $2,924+38.4% | $4,000+1.2% | $4,296-5.8% |
| Admin fee / account holder | $727 | $3,681-80.2% | $3,998-81.8% | $6,918-89.5% |