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 | $36,928 | $94,625-61.0% | $116,228-68.2% | $84,808-56.5% |
| Participation rate | 96.3% | 70.4%+25.8pp | 74.6%+21.7pp | 68.3%+28.0pp |
| Annual return | 14.00% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,148 | $2,347-8.5% | $2,994-28.3% | $2,631-18.4% |
| Participant deferral / active EE | $6,443 | $3,972+62.2% | $4,953+30.1% | $4,212+53.0% |
| Admin fee / account holder | $5,907 | $10,091-41.5% | $11,989-50.7% | $7,344-19.6% |