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 | $21,715 | $58,208-62.7% | $81,812-73.5% | $80,856-73.1% |
| Participation rate | 97.8% | 63.4%+34.4pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 16.89% | 41.66%-24.8pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,895 | $2,340-19.0% | $2,912-34.9% | $2,755-31.2% |
| Participant deferral / active EE | $3,564 | $3,281+8.6% | $4,319-17.5% | $4,296-17.0% |
| Admin fee / account holder | $420 | $4,981-91.6% | $7,386-94.3% | $6,918-93.9% |