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 7-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 | $28,426 | $58,208-51.2% | $81,812-65.3% | $80,856-64.8% |
| Participation rate | 76.1% | 63.4%+12.7pp | 72.3%+3.7pp | 67.6%+8.4pp |
| Annual return | 15.18% | 41.66%-26.5pp | 773.79%-758.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,447 | $2,340-38.2% | $2,912-50.3% | $2,755-47.5% |
| Participant deferral / active EE | $3,330 | $3,281+1.5% | $4,319-22.9% | $4,296-22.5% |
| Admin fee / account holder | $2,377 | $4,981-52.3% | $7,386-67.8% | $6,918-65.6% |