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 3-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 | $23,421 | $89,753-73.9% | $107,525-78.2% | $84,808-72.4% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 18.33% | 29.48%-11.1pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $9,615 | $3,113+208.8% | $3,754+156.2% | $2,631+265.5% |
| Participant deferral / active EE | $3,163 | $4,056-22.0% | $5,116-38.2% | $4,212-24.9% |
| Admin fee / account holder | $831 | $7,222-88.5% | $8,919-90.7% | $7,344-88.7% |