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 | $30,565 | $89,753-65.9% | $107,525-71.6% | $84,808-64.0% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 20.06% | 29.48%-9.4pp | 181.32%-161.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,734 | $3,113-44.3% | $3,754-53.8% | $2,631-34.1% |
| Participant deferral / active EE | $4,671 | $4,056+15.2% | $5,116-8.7% | $4,212+10.9% |
| Admin fee / account holder | $501 | $7,222-93.1% | $8,919-94.4% | $7,344-93.2% |