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 8-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 | $19,074 | $54,705-65.1% | $71,209-73.2% | $84,808-77.5% |
| Participation rate | 83.7% | 64.1%+19.6pp | 73.8%+9.9pp | 68.3%+15.4pp |
| Annual return | 18.30% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,660 | $2,158-23.1% | $2,721-39.0% | $2,631-36.9% |
| Participant deferral / active EE | $3,532 | $3,030+16.5% | $4,175-15.4% | $4,212-16.1% |
| Admin fee / account holder | $556 | $4,863-88.6% | $5,349-89.6% | $7,344-92.4% |