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 | $33,306 | $133,922-75.1% | $116,228-71.3% | $142,382-76.6% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 18.82% | 147.76%-128.9pp | 90.06%-71.2pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,559 | $3,446-25.7% | $2,994-14.6% | $4,299-40.5% |
| Participant deferral / active EE | $5,184 | $5,672-8.6% | $4,953+4.7% | $6,507-20.3% |
| Admin fee / account holder | $11,683 | $14,945-21.8% | $11,989-2.6% | $12,624-7.4% |