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 | $29,457 | $89,355-67.0% | $141,162-79.1% | $72,985-59.6% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 29.78% | 111.85%-82.1pp | 71.39%-41.6pp | 81.00%-51.2pp |
| Employer contribution / active EE | $2,563 | $3,114-17.7% | $4,735-45.9% | $2,440+5.0% |
| Participant deferral / active EE | $5,172 | $5,418-4.5% | $6,709-22.9% | $3,607+43.4% |
| Admin fee / account holder | $604 | $5,958-89.9% | $10,261-94.1% | $5,124-88.2% |