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 5-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 | $32,955 | $104,664-68.5% | $85,682-61.5% | $167,490-80.3% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 29.64% | 21.45%+8.2pp | 21.49%+8.2pp | 478.56%-448.9pp |
| Employer contribution / active EE | $1,377 | $3,337-58.8% | $2,618-47.4% | $4,837-71.5% |
| Participant deferral / active EE | $3,374 | $4,824-30.1% | $3,923-14.0% | $6,341-46.8% |
| Admin fee / account holder | $18,954 | $10,032+88.9% | $6,873+175.8% | $12,309+54.0% |