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 | $23,678 | $103,376-77.1% | $87,100-72.8% | $152,861-84.5% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 24.21% | 28.10%-3.9pp | 28.19%-4.0pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,336 | $3,220-58.5% | $2,521-47.0% | $4,762-72.0% |
| Participant deferral / active EE | $1,813 | $4,778-62.1% | $4,049-55.2% | $5,850-69.0% |
| Admin fee / account holder | $719 | $12,205-94.1% | $7,497-90.4% | $11,596-93.8% |