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 | $32,466 | $97,744-66.8% | $103,476-68.6% | $145,922-77.8% |
| Participation rate | 95.7% | 81.1%+14.6pp | 80.5%+15.1pp | 80.3%+15.4pp |
| Annual return | 21.39% | 25.41%-4.0pp | 23.90%-2.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $3,072 | $4,677-34.3% | $4,672-34.2% | $4,660-34.1% |
| Participant deferral / active EE | $11,405 | $6,603+72.7% | $6,623+72.2% | $6,688+70.5% |
| Admin fee / account holder | $3,411 | $12,515-72.7% | $9,413-63.8% | $13,397-74.5% |