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 | $29,608 | $228,332-87.0% | $185,823-84.1% | $158,922-81.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.15% | 40.80%-22.7pp | 35.95%-17.8pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,171 | $4,967-76.4% | $4,087-71.4% | $4,761-75.4% |
| Participant deferral / active EE | $4,868 | $6,415-24.1% | $5,632-13.6% | $5,982-18.6% |
| Admin fee / account holder | $1,612 | $11,864-86.4% | $9,500-83.0% | $11,246-85.7% |