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 5-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 | $8,265 | $54,705-84.9% | $71,209-88.4% | $84,808-90.3% |
| Participation rate | 92.1% | 64.1%+28.1pp | 73.8%+18.4pp | 68.3%+23.8pp |
| Annual return | 22.43% | 35.90%-13.5pp | 282.51%-260.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $1,315 | $2,158-39.1% | $2,721-51.7% | $2,631-50.0% |
| Participant deferral / active EE | $2,236 | $3,030-26.2% | $4,175-46.5% | $4,212-46.9% |
| Admin fee / account holder | $1,344 | $4,863-72.4% | $5,349-74.9% | $7,344-81.7% |