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 | $33,207 | $107,452-69.1% | $91,541-63.7% | $142,382-76.7% |
| Participation rate | 94.1% | 75.1%+19.0pp | 69.8%+24.3pp | 80.1%+14.0pp |
| Annual return | 16.84% | 22.06%-5.2pp | 20.50%-3.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,364 | $2,994-54.5% | $2,505-45.6% | $4,299-68.3% |
| Participant deferral / active EE | $5,355 | $4,754+12.6% | $4,008+33.6% | $6,507-17.7% |
| Admin fee / account holder | $535 | $8,834-93.9% | $6,956-92.3% | $12,624-95.8% |