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 | $13,707 | $56,053-75.5% | $75,972-82.0% | $80,856-83.0% |
| Participation rate | 81.0% | 62.0%+18.9pp | 69.1%+11.9pp | 67.6%+13.3pp |
| Annual return | 33.18% | 20.53%+12.6pp | 359.55%-326.4pp | 35.59%-2.4pp |
| Employer contribution / active EE | $948 | $1,874-49.4% | $2,685-64.7% | $2,755-65.6% |
| Participant deferral / active EE | $3,345 | $3,052+9.6% | $4,255-21.4% | $4,296-22.1% |
| Admin fee / account holder | $2,949 | $5,234-43.6% | $6,467-54.4% | $6,918-57.4% |