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 | $18,876 | $106,515-82.3% | $96,683-80.5% | $139,434-86.5% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 19.75% | 38.43%-18.7pp | 35.69%-15.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,443 | $4,103-40.5% | $3,737-34.6% | $4,751-48.6% |
| Participant deferral / active EE | $5,062 | $5,454-7.2% | $4,878+3.8% | $6,710-24.6% |
| Admin fee / account holder | $824 | $7,877-89.5% | $6,730-87.8% | $11,403-92.8% |