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 | $49,558 | $54,705-9.4% | $71,209-30.4% | $84,808-41.6% |
| Participation rate | 97.4% | 64.1%+33.4pp | 73.8%+23.7pp | 68.3%+29.1pp |
| Annual return | 15.73% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,644 | $2,158+68.9% | $2,721+33.9% | $2,631+38.5% |
| Participant deferral / active EE | $9,127 | $3,030+201.2% | $4,175+118.6% | $4,212+116.7% |
| Admin fee / account holder | $1,381 | $4,863-71.6% | $5,349-74.2% | $7,344-81.2% |