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 7-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 | $24,250 | $77,314-68.6% | $177,989-86.4% | $80,856-70.0% |
| Participation rate | 89.1% | 65.7%+23.4pp | 77.1%+12.0pp | 67.6%+21.5pp |
| Annual return | 12.74% | 18.09%-5.3pp | 294.48%-281.7pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,399 | $2,292-39.0% | $3,949-64.6% | $2,755-49.2% |
| Participant deferral / active EE | $4,081 | $4,411-7.5% | $6,276-35.0% | $4,296-5.0% |
| Admin fee / account holder | $3,180 | $7,191-55.8% | $10,363-69.3% | $6,918-54.0% |