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 | $7,530 | $54,705-86.2% | $71,209-89.4% | $84,808-91.1% |
| Participation rate | 90.6% | 64.1%+26.6pp | 73.8%+16.9pp | 68.3%+22.3pp |
| Annual return | 27.59% | 35.90%-8.3pp | 282.51%-254.9pp | 40.90%-13.3pp |
| Employer contribution / active EE | $1,396 | $2,158-35.3% | $2,721-48.7% | $2,631-46.9% |
| Participant deferral / active EE | $2,841 | $3,030-6.2% | $4,175-32.0% | $4,212-32.5% |
| Admin fee / account holder | $947 | $4,863-80.5% | $5,349-82.3% | $7,344-87.1% |