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 | $21,914 | $76,000-71.2% | $154,107-85.8% | $64,186-65.9% |
| Participation rate | 96.6% | 70.4%+26.2pp | 83.0%+13.6pp | 69.6%+27.0pp |
| Annual return | 15.66% | 30.32%-14.7pp | 735.12%-719.5pp | 7.63%+8.0pp |
| Employer contribution / active EE | $1,610 | $3,351-52.0% | $5,298-69.6% | $2,381-32.4% |
| Participant deferral / active EE | $4,012 | $3,175+26.4% | $5,081-21.0% | $3,470+15.6% |
| Admin fee / account holder | $543 | $5,596-90.3% | $13,411-96.0% | $4,888-88.9% |