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 | $18,410 | $81,248-77.3% | $155,509-88.2% | $80,856-77.2% |
| Participation rate | 82.1% | 66.2%+15.8pp | 78.2%+3.9pp | 67.6%+14.4pp |
| Annual return | 66.80% | 33.31%+33.5pp | 64.67%+2.1pp | 35.59%+31.2pp |
| Employer contribution / active EE | $2,158 | $3,100-30.4% | $4,672-53.8% | $2,755-21.7% |
| Participant deferral / active EE | $3,694 | $3,452+7.0% | $5,626-34.3% | $4,296-14.0% |
| Admin fee / account holder | $586 | $7,997-92.7% | $15,912-96.3% | $6,918-91.5% |