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 | $27,928 | $100,773-72.3% | $88,946-68.6% | $142,382-80.4% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 21.83% | 70.18%-48.4pp | 57.82%-36.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,079 | $2,918-28.7% | $2,555-18.6% | $4,299-51.6% |
| Participant deferral / active EE | $4,107 | $5,230-21.5% | $4,581-10.4% | $6,507-36.9% |
| Admin fee / account holder | $395 | $9,693-95.9% | $8,261-95.2% | $12,624-96.9% |