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 5-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 | $21,143 | $54,705-61.4% | $71,209-70.3% | $84,808-75.1% |
| Participation rate | 93.9% | 64.1%+29.9pp | 73.8%+20.2pp | 68.3%+25.6pp |
| Annual return | 16.40% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,449 | $2,158+13.5% | $2,721-10.0% | $2,631-6.9% |
| Participant deferral / active EE | $3,522 | $3,030+16.2% | $4,175-15.6% | $4,212-16.4% |
| Admin fee / account holder | $822 | $4,863-83.1% | $5,349-84.6% | $7,344-88.8% |