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 | $18,536 | $133,922-86.2% | $116,228-84.1% | $142,382-87.0% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.6%+20.7pp | 80.1%+15.1pp |
| Annual return | 22.86% | 147.76%-124.9pp | 90.06%-67.2pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,581 | $3,446-54.1% | $2,994-47.2% | $4,299-63.2% |
| Participant deferral / active EE | $5,018 | $5,672-11.5% | $4,953+1.3% | $6,507-22.9% |
| Admin fee / account holder | $840 | $14,945-94.4% | $11,989-93.0% | $12,624-93.3% |