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 4-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 | $26,561 | $93,571-71.6% | $135,903-80.5% | $75,163-64.7% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 29.22% | 30.90%-1.7pp | 68.23%-39.0pp | 160.62%-131.4pp |
| Employer contribution / active EE | $7,333 | $3,537+107.3% | $4,856+51.0% | $2,670+174.7% |
| Participant deferral / active EE | $11,692 | $6,404+82.6% | $7,758+50.7% | $4,125+183.4% |
| Admin fee / account holder | $2,438 | $6,975-65.0% | $10,762-77.3% | $5,651-56.9% |