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 | $19,569 | $74,888-73.9% | $71,209-72.5% | $142,382-86.3% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 21.32% | 345.14%-323.8pp | 282.51%-261.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,946 | $2,854+3.2% | $2,721+8.3% | $4,299-31.5% |
| Participant deferral / active EE | $5,258 | $4,454+18.0% | $4,175+25.9% | $6,507-19.2% |
| Admin fee / account holder | $2,879 | $5,568-48.3% | $5,349-46.2% | $12,624-77.2% |