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 | $21,839 | $159,602-86.3% | $150,045-85.4% | $142,382-84.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 28.52% | 70.24%-41.7pp | 62.55%-34.0pp | 217.08%-188.6pp |
| Employer contribution / active EE | $2,200 | $4,961-55.7% | $4,693-53.1% | $4,299-48.8% |
| Participant deferral / active EE | $4,316 | $8,310-48.1% | $7,997-46.0% | $6,507-33.7% |
| Admin fee / account holder | $655 | $14,846-95.6% | $13,435-95.1% | $12,624-94.8% |