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 6-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 | $13,871 | $54,705-74.6% | $71,209-80.5% | $84,808-83.6% |
| Participation rate | 71.1% | 64.1%+7.0pp | 73.8%-2.7pp | 68.3%+2.7pp |
| Annual return | 23.30% | 35.90%-12.6pp | 282.51%-259.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $1,299 | $2,158-39.8% | $2,721-52.2% | $2,631-50.6% |
| Participant deferral / active EE | $2,254 | $3,030-25.6% | $4,175-46.0% | $4,212-46.5% |
| Admin fee / account holder | $1,581 | $4,863-67.5% | $5,349-70.4% | $7,344-78.5% |