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 | $8,201 | $54,705-85.0% | $71,209-88.5% | $84,808-90.3% |
| Participation rate | 86.4% | 64.1%+22.4pp | 73.8%+12.7pp | 68.3%+18.1pp |
| Annual return | 22.00% | 35.90%-13.9pp | 282.51%-260.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,024 | $2,158-6.2% | $2,721-25.6% | $2,631-23.1% |
| Participant deferral / active EE | $5,457 | $3,030+80.1% | $4,175+30.7% | $4,212+29.6% |
| Admin fee / account holder | $419 | $4,863-91.4% | $5,349-92.2% | $7,344-94.3% |