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 | $17,215 | $118,427-85.5% | $66,042-73.9% | $142,382-87.9% |
| Participation rate | 90.9% | 68.1%+22.8pp | 67.5%+23.4pp | 80.1%+10.8pp |
| Annual return | 21.86% | 35.57%-13.7pp | 52.11%-30.3pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,623 | $2,570+2.1% | $1,579+66.1% | $4,299-39.0% |
| Participant deferral / active EE | $4,830 | $4,311+12.0% | $2,835+70.3% | $6,507-25.8% |
| Admin fee / account holder | $651 | $9,593-93.2% | $5,747-88.7% | $12,624-94.8% |