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 | $14,008 | $46,553-69.9% | $64,056-78.1% | $75,163-81.4% |
| Participation rate | 81.5% | 65.9%+15.5pp | 72.3%+9.2pp | 67.2%+14.3pp |
| Annual return | 23.37% | 26.03%-2.7pp | 33.69%-10.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $2,160 | $1,974+9.5% | $2,747-21.3% | $2,670-19.1% |
| Participant deferral / active EE | $6,514 | $2,837+129.6% | $3,880+67.9% | $4,125+57.9% |
| Admin fee / account holder | $964 | $2,952-67.3% | $3,068-68.6% | $5,651-82.9% |