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 | $31,164 | $105,181-70.4% | $159,436-80.5% | $85,850-63.7% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 20.31% | 45.07%-24.8pp | 263.57%-243.3pp | 318.53%-298.2pp |
| Employer contribution / active EE | $2,324 | $3,318-30.0% | $4,829-51.9% | $2,565-9.4% |
| Participant deferral / active EE | $7,631 | $5,945+28.4% | $7,352+3.8% | $3,952+93.1% |
| Admin fee / account holder | $1,248 | $6,933-82.0% | $10,799-88.4% | $6,260-80.1% |