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 | $29,827 | $58,208-48.8% | $81,812-63.5% | $80,856-63.1% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.3%+20.0pp | 67.6%+24.7pp |
| Annual return | 13.32% | 41.66%-28.3pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,196 | $2,340-48.9% | $2,912-58.9% | $2,755-56.6% |
| Participant deferral / active EE | $5,708 | $3,281+74.0% | $4,319+32.2% | $4,296+32.9% |
| Admin fee / account holder | $2,539 | $4,981-49.0% | $7,386-65.6% | $6,918-63.3% |