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 | $22,555 | $100,773-77.6% | $88,946-74.6% | $142,382-84.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 29.02% | 70.18%-41.2pp | 57.82%-28.8pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,699 | $2,918-7.5% | $2,555+5.6% | $4,299-37.2% |
| Participant deferral / active EE | $4,792 | $5,230-8.4% | $4,581+4.6% | $6,507-26.4% |
| Admin fee / account holder | $1,541 | $9,693-84.1% | $8,261-81.3% | $12,624-87.8% |