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 6-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 | $19,546 | $175,202-88.8% | $149,673-86.9% | $139,434-86.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 11.23% | 166.71%-155.5pp | 134.42%-123.2pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,727 | $5,474-68.5% | $4,818-64.2% | $4,751-63.6% |
| Participant deferral / active EE | $4,087 | $6,519-37.3% | $5,680-28.0% | $6,710-39.1% |
| Admin fee / account holder | $2,180 | $16,150-86.5% | $13,210-83.5% | $11,403-80.9% |