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 | $23,688 | $48,230-50.9% | $67,502-64.9% | $80,856-70.7% |
| Participation rate | 96.2% | 66.4%+29.9pp | 72.9%+23.4pp | 67.6%+28.6pp |
| Annual return | 16.88% | 18.28%-1.4pp | 3512.12%-3495.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,758 | $2,020+86.1% | $2,731+37.6% | $2,755+36.4% |
| Participant deferral / active EE | $5,832 | $2,924+99.5% | $4,000+45.8% | $4,296+35.8% |
| Admin fee / account holder | $2,339 | $3,681-36.4% | $3,998-41.5% | $6,918-66.2% |