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 | $26,927 | $127,065-78.8% | $113,168-76.2% | $142,382-81.1% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 18.76% | 24.03%-5.3pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,098 | $3,442-68.1% | $2,975-63.1% | $4,299-74.5% |
| Participant deferral / active EE | $7,891 | $5,716+38.0% | $5,107+54.5% | $6,507+21.3% |
| Admin fee / account holder | $1,103 | $15,736-93.0% | $12,068-90.9% | $12,624-91.3% |