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 | $41,323 | $56,053-26.3% | $75,972-45.6% | $80,856-48.9% |
| Participation rate | 96.3% | 62.0%+34.3pp | 69.1%+27.2pp | 67.6%+28.7pp |
| Annual return | 14.22% | 20.53%-6.3pp | 359.55%-345.3pp | 35.59%-21.4pp |
| Employer contribution / active EE | $634 | $1,874-66.2% | $2,685-76.4% | $2,755-77.0% |
| Participant deferral / active EE | $3,039 | $3,052-0.4% | $4,255-28.6% | $4,296-29.2% |
| Admin fee / account holder | $3,358 | $5,234-35.8% | $6,467-48.1% | $6,918-51.5% |