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 | $36,985 | $63,355-41.6% | $91,989-59.8% | $72,985-49.3% |
| Participation rate | 90.5% | 72.5%+18.0pp | 78.6%+11.8pp | 69.5%+21.0pp |
| Annual return | 28.34% | 35.35%-7.0pp | 69.02%-40.7pp | 81.00%-52.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,584 | $4,883+157.7% | $5,923+112.5% | $3,607+248.8% |
| Admin fee / account holder | $3,517 | $4,668-24.7% | $7,743-54.6% | $5,124-31.4% |