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 | $31,191 | $133,922-76.7% | $116,228-73.2% | $142,382-78.1% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.6%+20.2pp | 80.1%+14.6pp |
| Annual return | 17.82% | 147.76%-129.9pp | 90.06%-72.2pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,311 | $3,446-3.9% | $2,994+10.6% | $4,299-23.0% |
| Participant deferral / active EE | $6,772 | $5,672+19.4% | $4,953+36.7% | $6,507+4.1% |
| Admin fee / account holder | $2,496 | $14,945-83.3% | $11,989-79.2% | $12,624-80.2% |