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 | $21,571 | $80,673-73.3% | $101,326-78.7% | $84,808-74.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 102.95% | 38.95%+64.0pp | 36.82%+66.1pp | 40.90%+62.1pp |
| Employer contribution / active EE | $1,850 | $2,698-31.4% | $3,665-49.5% | $2,631-29.7% |
| Participant deferral / active EE | $3,588 | $6,840-47.6% | $7,994-55.1% | $4,212-14.8% |
| Admin fee / account holder | $1,656 | $12,784-87.0% | $11,185-85.2% | $7,344-77.4% |