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 6-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 | $41,221 | $92,985-55.7% | $153,485-73.1% | $80,856-49.0% |
| Participation rate | 92.9% | 69.0%+23.9pp | 77.1%+15.8pp | 67.6%+25.2pp |
| Annual return | 45.45% | 19.95%+25.5pp | 15.65%+29.8pp | 35.59%+9.9pp |
| Employer contribution / active EE | $2,431 | $3,507-30.7% | $5,039-51.7% | $2,755-11.7% |
| Participant deferral / active EE | $4,792 | $5,178-7.4% | $6,757-29.1% | $4,296+11.6% |
| Admin fee / account holder | $1,573 | $8,880-82.3% | $12,724-87.6% | $6,918-77.3% |