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 | $18,268 | $48,230-62.1% | $67,502-72.9% | $80,856-77.4% |
| Participation rate | 85.7% | 66.4%+19.3pp | 72.9%+12.8pp | 67.6%+18.1pp |
| Annual return | 12.85% | 18.28%-5.4pp | 3512.12%-3499.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,030 | $2,020+0.5% | $2,731-25.7% | $2,755-26.3% |
| Participant deferral / active EE | $7,047 | $2,924+141.0% | $4,000+76.2% | $4,296+64.1% |
| Admin fee / account holder | $450 | $3,681-87.8% | $3,998-88.8% | $6,918-93.5% |