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 | $24,198 | $89,753-73.0% | $107,525-77.5% | $84,808-71.5% |
| Participation rate | 95.7% | 68.1%+27.7pp | 75.1%+20.7pp | 68.3%+27.4pp |
| Annual return | 30.94% | 29.48%+1.5pp | 181.32%-150.4pp | 40.90%-10.0pp |
| Employer contribution / active EE | $2,025 | $3,113-35.0% | $3,754-46.1% | $2,631-23.0% |
| Participant deferral / active EE | $2,941 | $4,056-27.5% | $5,116-42.5% | $4,212-30.2% |
| Admin fee / account holder | $2,953 | $7,222-59.1% | $8,919-66.9% | $7,344-59.8% |