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 | $7,454 | $22,587-67.0% | $65,255-88.6% | $75,163-90.1% |
| Participation rate | 87.2% | 63.1%+24.1pp | 65.0%+22.3pp | 67.2%+20.0pp |
| Annual return | 30.52% | 71.03%-40.5pp | 47.35%-16.8pp | 160.62%-130.1pp |
| Employer contribution / active EE | $3,062 | $941+225.6% | $1,691+81.0% | $2,670+14.7% |
| Participant deferral / active EE | $2,259 | $1,695+33.2% | $2,831-20.2% | $4,125-45.2% |
| Admin fee / account holder | $1,017 | $1,876-45.8% | $4,112-75.3% | $5,651-82.0% |