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 | $16,004 | $117,983-86.4% | $101,794-84.3% | $142,382-88.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 29.52% | 36.92%-7.4pp | 30.53%-1.0pp | 217.08%-187.6pp |
| Employer contribution / active EE | $2,983 | $2,773+7.6% | $2,289+30.3% | $4,299-30.6% |
| Participant deferral / active EE | $4,507 | $4,714-4.4% | $4,084+10.4% | $6,507-30.7% |
| Admin fee / account holder | $1,173 | $10,433-88.8% | $8,777-86.6% | $12,624-90.7% |