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 | $19,146 | $159,602-88.0% | $150,045-87.2% | $142,382-86.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 32.49% | 70.24%-37.7pp | 62.55%-30.1pp | 217.08%-184.6pp |
| Employer contribution / active EE | $1,432 | $4,961-71.1% | $4,693-69.5% | $4,299-66.7% |
| Participant deferral / active EE | $10,325 | $8,310+24.2% | $7,997+29.1% | $6,507+58.7% |
| Admin fee / account holder | $397 | $14,846-97.3% | $13,435-97.0% | $12,624-96.9% |