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 | $31,689 | $124,281-74.5% | $109,143-71.0% | $167,490-81.1% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 20.97% | 26.04%-5.1pp | 25.75%-4.8pp | 478.56%-457.6pp |
| Employer contribution / active EE | $2,053 | $4,207-51.2% | $3,722-44.8% | $4,837-57.6% |
| Participant deferral / active EE | $3,850 | $5,255-26.7% | $4,653-17.3% | $6,341-39.3% |
| Admin fee / account holder | $386 | $7,970-95.2% | $6,752-94.3% | $12,309-96.9% |