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 4-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 | $31,551 | $99,918-68.4% | $81,382-61.2% | $145,922-78.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 16.41% | 34.32%-17.9pp | 24.73%-8.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,362 | $2,978+46.5% | $2,463+77.1% | $4,660-6.4% |
| Participant deferral / active EE | $7,728 | $4,605+67.8% | $3,883+99.0% | $6,688+15.6% |
| Admin fee / account holder | $856 | $8,212-89.6% | $5,768-85.2% | $13,397-93.6% |