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 | $18,180 | $114,381-84.1% | $107,525-83.1% | $142,382-87.2% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 30.30% | 242.71%-212.4pp | 181.32%-151.0pp | 217.08%-186.8pp |
| Employer contribution / active EE | $1,651 | $4,015-58.9% | $3,754-56.0% | $4,299-61.6% |
| Participant deferral / active EE | $6,067 | $5,564+9.0% | $5,116+18.6% | $6,507-6.8% |
| Admin fee / account holder | $528 | $9,860-94.6% | $8,919-94.1% | $12,624-95.8% |