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 | $28,368 | $79,944-64.5% | $98,439-71.2% | $75,163-62.3% |
| Participation rate | 96.4% | 70.4%+26.1pp | 75.2%+21.3pp | 67.2%+29.2pp |
| Annual return | 37.18% | 19.75%+17.4pp | 21.16%+16.0pp | 160.62%-123.4pp |
| Employer contribution / active EE | $1,934 | $2,264-14.6% | $3,048-36.6% | $2,670-27.6% |
| Participant deferral / active EE | $2,814 | $3,752-25.0% | $4,738-40.6% | $4,125-31.8% |
| Admin fee / account holder | $2,170 | $6,840-68.3% | $8,948-75.7% | $5,651-61.6% |