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 | $16,528 | $177,572-90.7% | $154,803-89.3% | $142,382-88.4% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 28.51% | 65.07%-36.6pp | 58.88%-30.4pp | 217.08%-188.6pp |
| Employer contribution / active EE | $3,102 | $4,810-35.5% | $4,305-28.0% | $4,299-27.9% |
| Participant deferral / active EE | $3,627 | $6,272-42.2% | $5,540-34.5% | $6,507-44.3% |
| Admin fee / account holder | $607 | $16,786-96.4% | $14,329-95.8% | $12,624-95.2% |