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 | $37,350 | $51,576-27.6% | $129,207-71.1% | $80,856-53.8% |
| Participation rate | 92.0% | 57.0%+35.0pp | 69.6%+22.4pp | 67.6%+24.4pp |
| Annual return | 14.45% | 20.81%-6.4pp | 9417.33%-9402.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,147 | $1,584+98.7% | $4,153-24.2% | $2,755+14.2% |
| Participant deferral / active EE | $5,123 | $2,669+92.0% | $4,168+22.9% | $4,296+19.3% |
| Admin fee / account holder | $579 | $4,305-86.6% | $7,715-92.5% | $6,918-91.6% |