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 | $38,434 | $140,940-72.7% | $112,229-65.8% | $139,434-72.4% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 15.92% | 32.71%-16.8pp | 30.20%-14.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,582 | $4,283-63.1% | $3,430-53.9% | $4,751-66.7% |
| Participant deferral / active EE | $7,275 | $5,874+23.9% | $4,798+51.6% | $6,710+8.4% |
| Admin fee / account holder | $320 | $9,954-96.8% | $7,748-95.9% | $11,403-97.2% |