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 8-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 | $24,838 | $102,616-75.8% | $81,983-69.7% | $158,922-84.4% |
| Participation rate | 89.5% | 75.5%+14.0pp | 69.2%+20.2pp | 82.0%+7.5pp |
| Annual return | 18.55% | 61.04%-42.5pp | 41.31%-22.8pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,219 | $3,240-31.5% | $2,498-11.2% | $4,761-53.4% |
| Participant deferral / active EE | $5,023 | $4,648+8.1% | $3,722+35.0% | $5,982-16.0% |
| Admin fee / account holder | $610 | $8,235-92.6% | $5,664-89.2% | $11,246-94.6% |