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 4-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 | $28,201 | $58,208-51.6% | $81,812-65.5% | $80,856-65.1% |
| Participation rate | 72.2% | 63.4%+8.8pp | 72.3%-0.1pp | 67.6%+4.6pp |
| Annual return | 13.15% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,750 | $2,340-25.2% | $2,912-39.9% | $2,755-36.5% |
| Participant deferral / active EE | $5,216 | $3,281+59.0% | $4,319+20.8% | $4,296+21.4% |
| Admin fee / account holder | $1,896 | $4,981-61.9% | $7,386-74.3% | $6,918-72.6% |