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 7-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 | $38,397 | $87,733-56.2% | $106,548-64.0% | $85,850-55.3% |
| Participation rate | 91.4% | 71.9%+19.4pp | 76.1%+15.2pp | 69.3%+22.1pp |
| Annual return | 15.42% | 21.86%-6.4pp | 26.80%-11.4pp | 318.53%-303.1pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,840 | $3,469+10.7% | $4,398-12.7% | $3,952-2.8% |
| Admin fee / account holder | $517 | $6,767-92.4% | $7,407-93.0% | $6,260-91.7% |