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 9-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 | $22,550 | $177,572-87.3% | $154,803-85.4% | $142,382-84.2% |
| Participation rate | 82.6% | 82.1%+0.6pp | 78.1%+4.5pp | 80.1%+2.5pp |
| Annual return | 22.11% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,153 | $4,810-34.5% | $4,305-26.8% | $4,299-26.7% |
| Participant deferral / active EE | $2,129 | $6,272-66.1% | $5,540-61.6% | $6,507-67.3% |
| Admin fee / account holder | $368 | $16,786-97.8% | $14,329-97.4% | $12,624-97.1% |