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 | $29,472 | $48,230-38.9% | $67,502-56.3% | $80,856-63.5% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.6%+7.4pp |
| Annual return | 27.92% | 18.28%+9.6pp | 3512.12%-3484.2pp | 35.59%-7.7pp |
| Employer contribution / active EE | $2,794 | $2,020+38.3% | $2,731+2.3% | $2,755+1.4% |
| Participant deferral / active EE | $4,544 | $2,924+55.4% | $4,000+13.6% | $4,296+5.8% |
| Admin fee / account holder | $1,407 | $3,681-61.8% | $3,998-64.8% | $6,918-79.7% |