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 9-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 | $28,766 | $25,014+15.0% | $69,647-58.7% | $80,856-64.4% |
| Participation rate | 89.3% | 64.2%+25.0pp | 66.5%+22.8pp | 67.6%+21.6pp |
| Annual return | 15.50% | 19.07%-3.6pp | 100.48%-85.0pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,431 | $993+44.1% | $1,712-16.4% | $2,755-48.0% |
| Participant deferral / active EE | $5,536 | $1,839+201.0% | $2,886+91.8% | $4,296+28.9% |
| Admin fee / account holder | $325 | $2,488-86.9% | $4,713-93.1% | $6,918-95.3% |