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 | $26,500 | $104,664-74.7% | $85,682-69.1% | $167,490-84.2% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.9%+17.6pp | 82.1%+5.4pp |
| Annual return | 26.17% | 21.45%+4.7pp | 21.49%+4.7pp | 478.56%-452.4pp |
| Employer contribution / active EE | $2,878 | $3,337-13.8% | $2,618+9.9% | $4,837-40.5% |
| Participant deferral / active EE | $5,259 | $4,824+9.0% | $3,923+34.1% | $6,341-17.1% |
| Admin fee / account holder | $526 | $10,032-94.8% | $6,873-92.4% | $12,309-95.7% |