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 9-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 | $37,802 | $54,705-30.9% | $71,209-46.9% | $84,808-55.4% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.8%+22.9pp | 68.3%+28.4pp |
| Annual return | 17.06% | 35.90%-18.8pp | 282.51%-265.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,028 | $2,158-6.0% | $2,721-25.5% | $2,631-22.9% |
| Participant deferral / active EE | $5,401 | $3,030+78.2% | $4,175+29.4% | $4,212+28.2% |
| Admin fee / account holder | $1,332 | $4,863-72.6% | $5,349-75.1% | $7,344-81.9% |