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 6-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 | $10,998 | $54,705-79.9% | $71,209-84.6% | $84,808-87.0% |
| Participation rate | 94.4% | 64.1%+30.4pp | 73.8%+20.7pp | 68.3%+26.1pp |
| Annual return | 14.09% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,546 | $2,158+18.0% | $2,721-6.4% | $2,631-3.2% |
| Participant deferral / active EE | $3,381 | $3,030+11.6% | $4,175-19.0% | $4,212-19.7% |
| Admin fee / account holder | $595 | $4,863-87.8% | $5,349-88.9% | $7,344-91.9% |