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 | $29,920 | $61,774-51.6% | $97,226-69.2% | $80,856-63.0% |
| Participation rate | 85.5% | 63.5%+22.0pp | 72.7%+12.8pp | 67.6%+17.9pp |
| Annual return | 14.36% | -557.90%+572.3pp | 75.13%-60.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,014 | $1,837+9.6% | $2,729-26.2% | $2,755-26.9% |
| Participant deferral / active EE | $5,636 | $3,029+86.1% | $4,264+32.2% | $4,296+31.2% |
| Admin fee / account holder | $520 | $5,166-89.9% | $5,654-90.8% | $6,918-92.5% |