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 | $26,423 | $117,983-77.6% | $101,794-74.0% | $142,382-81.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 25.91% | 36.92%-11.0pp | 30.53%-4.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,656 | $2,773-40.3% | $2,289-27.7% | $4,299-61.5% |
| Participant deferral / active EE | $6,347 | $4,714+34.6% | $4,084+55.4% | $6,507-2.5% |
| Admin fee / account holder | $3,511 | $10,433-66.3% | $8,777-60.0% | $12,624-72.2% |