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 | $22,351 | $105,931-78.9% | $81,930-72.7% | $158,922-85.9% |
| Participation rate | 88.2% | 75.6%+12.6pp | 72.0%+16.2pp | 82.0%+6.3pp |
| Annual return | 17.59% | 38.17%-20.6pp | 29.49%-11.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,476 | $7,800-81.1% | $4,310-65.8% | $4,761-69.0% |
| Participant deferral / active EE | $3,785 | $13,003-70.9% | $7,107-46.7% | $5,982-36.7% |
| Admin fee / account holder | $884 | $8,489-89.6% | $5,158-82.9% | $11,246-92.1% |