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 | $14,184 | $100,773-85.9% | $88,946-84.1% | $142,382-90.0% |
| Participation rate | 82.4% | 74.3%+8.1pp | 68.8%+13.5pp | 80.1%+2.2pp |
| Annual return | 20.35% | 70.18%-49.8pp | 57.82%-37.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,254 | $2,918-57.0% | $2,555-50.9% | $4,299-70.8% |
| Participant deferral / active EE | $2,291 | $5,230-56.2% | $4,581-50.0% | $6,507-64.8% |
| Admin fee / account holder | $1,584 | $9,693-83.7% | $8,261-80.8% | $12,624-87.5% |