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 | $14,542 | $91,190-84.1% | $178,490-91.9% | $79,858-81.8% |
| Participation rate | 94.8% | 69.2%+25.6pp | 81.9%+12.9pp | 69.6%+25.2pp |
| Annual return | 15.96% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,416 | $3,256-25.8% | $5,011-51.8% | $2,471-2.2% |
| Participant deferral / active EE | $3,266 | $3,236+0.9% | $5,202-37.2% | $3,740-12.7% |
| Admin fee / account holder | $619 | $6,751-90.8% | $13,984-95.6% | $5,306-88.3% |