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 | $16,780 | $177,572-90.6% | $154,803-89.2% | $142,382-88.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 35.09% | 65.07%-30.0pp | 58.88%-23.8pp | 217.08%-182.0pp |
| Employer contribution / active EE | $1,730 | $4,810-64.0% | $4,305-59.8% | $4,299-59.8% |
| Participant deferral / active EE | $5,883 | $6,272-6.2% | $5,540+6.2% | $6,507-9.6% |
| Admin fee / account holder | $597 | $16,786-96.4% | $14,329-95.8% | $12,624-95.3% |