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 6-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 | $17,620 | $54,705-67.8% | $71,209-75.3% | $84,808-79.2% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 20.69% | 35.90%-15.2pp | 282.51%-261.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,631 | $2,158-24.4% | $2,721-40.0% | $2,631-38.0% |
| Participant deferral / active EE | $3,777 | $3,030+24.6% | $4,175-9.5% | $4,212-10.3% |
| Admin fee / account holder | $1,177 | $4,863-75.8% | $5,349-78.0% | $7,344-84.0% |