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 8-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 | $21,757 | $54,705-60.2% | $71,209-69.4% | $84,808-74.3% |
| Participation rate | 91.7% | 64.1%+27.6pp | 73.8%+17.9pp | 68.3%+23.4pp |
| Annual return | 18.58% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,152 | $2,158-0.3% | $2,721-20.9% | $2,631-18.2% |
| Participant deferral / active EE | $3,054 | $3,030+0.8% | $4,175-26.9% | $4,212-27.5% |
| Admin fee / account holder | $1,522 | $4,863-68.7% | $5,349-71.5% | $7,344-79.3% |