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 | $25,225 | $127,065-80.1% | $113,168-77.7% | $142,382-82.3% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 21.30% | 24.03%-2.7pp | 24.27%-3.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $5,356 | $3,442+55.6% | $2,975+80.0% | $4,299+24.6% |
| Participant deferral / active EE | $4,205 | $5,716-26.4% | $5,107-17.7% | $6,507-35.4% |
| Admin fee / account holder | $1,650 | $15,736-89.5% | $12,068-86.3% | $12,624-86.9% |