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 | $25,975 | $48,795-46.8% | $65,493-60.3% | $84,808-69.4% |
| Participation rate | 86.7% | 67.0%+19.7pp | 73.1%+13.6pp | 68.3%+18.4pp |
| Annual return | 19.13% | 20.20%-1.1pp | 982.45%-963.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,813 | $1,930-6.0% | $2,574-29.6% | $2,631-31.1% |
| Participant deferral / active EE | $6,321 | $2,928+115.9% | $3,961+59.6% | $4,212+50.1% |
| Admin fee / account holder | $693 | $3,877-82.1% | $5,028-86.2% | $7,344-90.6% |