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 | $16,532 | $104,974-84.3% | $95,585-82.7% | $142,382-88.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 27.33% | 210.33%-183.0pp | 38.56%-11.2pp | 217.08%-189.7pp |
| Employer contribution / active EE | $2,010 | $2,779-27.7% | $2,527-20.4% | $4,299-53.2% |
| Participant deferral / active EE | $4,724 | $4,352+8.6% | $4,023+17.4% | $6,507-27.4% |
| Admin fee / account holder | $406 | $6,386-93.6% | $6,127-93.4% | $12,624-96.8% |