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 | $26,942 | $124,319-78.3% | $111,297-75.8% | $167,490-83.9% |
| Participation rate | 87.0% | 79.6%+7.3pp | 77.3%+9.6pp | 82.1%+4.9pp |
| Annual return | 20.87% | 37.44%-16.6pp | 54.65%-33.8pp | 478.56%-457.7pp |
| Employer contribution / active EE | $3,371 | $3,435-1.9% | $2,731+23.4% | $4,837-30.3% |
| Participant deferral / active EE | $8,430 | $5,180+62.7% | $4,487+87.9% | $6,341+32.9% |
| Admin fee / account holder | $6,220 | $10,618-41.4% | $7,964-21.9% | $12,309-49.5% |