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 | $30,399 | $89,753-66.1% | $107,525-71.7% | $84,808-64.2% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 19.14% | 29.48%-10.3pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,901 | $3,113-38.9% | $3,754-49.4% | $2,631-27.7% |
| Participant deferral / active EE | $3,184 | $4,056-21.5% | $5,116-37.8% | $4,212-24.4% |
| Admin fee / account holder | $390 | $7,222-94.6% | $8,919-95.6% | $7,344-94.7% |