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 | $30,871 | $89,753-65.6% | $107,525-71.3% | $84,808-63.6% |
| Participation rate | 97.3% | 68.1%+29.2pp | 75.1%+22.2pp | 68.3%+29.0pp |
| Annual return | 21.06% | 29.48%-8.4pp | 181.32%-160.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $4,266 | $3,113+37.0% | $3,754+13.7% | $2,631+62.1% |
| Participant deferral / active EE | $3,568 | $4,056-12.0% | $5,116-30.2% | $4,212-15.3% |
| Admin fee / account holder | $766 | $7,222-89.4% | $8,919-91.4% | $7,344-89.6% |