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 | $15,174 | $114,381-86.7% | $107,525-85.9% | $142,382-89.3% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 24.42% | 242.71%-218.3pp | 181.32%-156.9pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,532 | $4,015-61.8% | $3,754-59.2% | $4,299-64.4% |
| Participant deferral / active EE | $3,277 | $5,564-41.1% | $5,116-35.9% | $6,507-49.6% |
| Admin fee / account holder | $350 | $9,860-96.5% | $8,919-96.1% | $12,624-97.2% |