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 | $15,894 | $74,888-78.8% | $71,209-77.7% | $142,382-88.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 32.65% | 345.14%-312.5pp | 282.51%-249.9pp | 217.08%-184.4pp |
| Employer contribution / active EE | $876 | $2,854-69.3% | $2,721-67.8% | $4,299-79.6% |
| Participant deferral / active EE | $4,958 | $4,454+11.3% | $4,175+18.7% | $6,507-23.8% |
| Admin fee / account holder | $1,036 | $5,568-81.4% | $5,349-80.6% | $12,624-91.8% |