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 | $26,215 | $54,705-52.1% | $71,209-63.2% | $84,808-69.1% |
| Participation rate | 90.9% | 64.1%+26.8pp | 73.8%+17.2pp | 68.3%+22.6pp |
| Annual return | 16.23% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $519 | $2,158-75.9% | $2,721-80.9% | $2,631-80.3% |
| Participant deferral / active EE | $3,186 | $3,030+5.1% | $4,175-23.7% | $4,212-24.3% |
| Admin fee / account holder | $442 | $4,863-90.9% | $5,349-91.7% | $7,344-94.0% |