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 | $32,146 | $89,753-64.2% | $107,525-70.1% | $84,808-62.1% |
| Participation rate | 89.5% | 68.1%+21.4pp | 75.1%+14.4pp | 68.3%+21.2pp |
| Annual return | 17.50% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,902 | $3,113-38.9% | $3,754-49.3% | $2,631-27.7% |
| Participant deferral / active EE | $3,169 | $4,056-21.9% | $5,116-38.1% | $4,212-24.8% |
| Admin fee / account holder | $1,974 | $7,222-72.7% | $8,919-77.9% | $7,344-73.1% |