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 6-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 | $22,066 | $110,257-80.0% | $96,544-77.1% | $139,434-84.2% |
| Participation rate | 95.8% | 78.1%+17.7pp | 76.0%+19.9pp | 80.3%+15.5pp |
| Annual return | 13.48% | 26.32%-12.8pp | 25.84%-12.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,155 | $3,620-40.5% | $2,965-27.3% | $4,751-54.6% |
| Participant deferral / active EE | $4,904 | $5,548-11.6% | $4,851+1.1% | $6,710-26.9% |
| Admin fee / account holder | $367 | $11,591-96.8% | $8,252-95.6% | $11,403-96.8% |