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 | $13,713 | $54,705-74.9% | $71,209-80.7% | $84,808-83.8% |
| Participation rate | 94.5% | 64.1%+30.5pp | 73.8%+20.8pp | 68.3%+26.2pp |
| Annual return | 17.27% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,104 | $2,158-2.5% | $2,721-22.7% | $2,631-20.0% |
| Participant deferral / active EE | $2,855 | $3,030-5.8% | $4,175-31.6% | $4,212-32.2% |
| Admin fee / account holder | $753 | $4,863-84.5% | $5,349-85.9% | $7,344-89.7% |