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 5-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 | $11,782 | $58,208-79.8% | $81,812-85.6% | $80,856-85.4% |
| Participation rate | 98.2% | 63.4%+34.8pp | 72.3%+25.8pp | 67.6%+30.5pp |
| Annual return | 18.71% | 41.66%-23.0pp | 773.79%-755.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,803 | $2,340+19.8% | $2,912-3.7% | $2,755+1.8% |
| Participant deferral / active EE | $2,171 | $3,281-33.8% | $4,319-49.7% | $4,296-49.5% |
| Admin fee / account holder | $1,209 | $4,981-75.7% | $7,386-83.6% | $6,918-82.5% |