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 4-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 | $17,727 | $74,888-76.3% | $71,209-75.1% | $142,382-87.5% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.1%+4.1pp |
| Annual return | 22.74% | 345.14%-322.4pp | 282.51%-259.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,218 | $2,854-22.3% | $2,721-18.5% | $4,299-48.4% |
| Participant deferral / active EE | $2,747 | $4,454-38.3% | $4,175-34.2% | $6,507-57.8% |
| Admin fee / account holder | $428 | $5,568-92.3% | $5,349-92.0% | $12,624-96.6% |