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 | $14,173 | $100,773-85.9% | $88,946-84.1% | $142,382-90.0% |
| Participation rate | 87.0% | 74.3%+12.7pp | 68.8%+18.1pp | 80.1%+6.8pp |
| Annual return | 20.15% | 70.18%-50.0pp | 57.82%-37.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,384 | $2,918-52.6% | $2,555-45.8% | $4,299-67.8% |
| Participant deferral / active EE | $5,163 | $5,230-1.3% | $4,581+12.7% | $6,507-20.7% |
| Admin fee / account holder | $796 | $9,693-91.8% | $8,261-90.4% | $12,624-93.7% |