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 5-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 | $14,603 | $110,261-86.8% | $95,745-84.7% | $139,434-89.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 20.70% | 27.11%-6.4pp | 28.35%-7.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,022 | $3,257-68.6% | $2,835-64.0% | $4,751-78.5% |
| Participant deferral / active EE | $1,425 | $4,676-69.5% | $4,245-66.4% | $6,710-78.8% |
| Admin fee / account holder | $320 | $6,613-95.2% | $5,678-94.4% | $11,403-97.2% |