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 10-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 | $31,737 | $78,705-59.7% | $117,854-73.1% | $70,131-54.7% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+17.9pp | 69.5%+28.0pp |
| Annual return | 14.29% | 23.30%-9.0pp | 335.08%-320.8pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,476 | $2,223-33.6% | $3,786-61.0% | $2,342-37.0% |
| Participant deferral / active EE | $6,474 | $3,297+96.3% | $4,482+44.4% | $3,332+94.3% |
| Admin fee / account holder | $2,332 | $5,065-54.0% | $8,020-70.9% | $4,645-49.8% |