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 | $28,068 | $159,602-82.4% | $150,045-81.3% | $142,382-80.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.20% | 70.24%-54.0pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,256 | $4,961-74.7% | $4,693-73.2% | $4,299-70.8% |
| Participant deferral / active EE | $2,534 | $8,310-69.5% | $7,997-68.3% | $6,507-61.1% |
| Admin fee / account holder | $2,289 | $14,846-84.6% | $13,435-83.0% | $12,624-81.9% |