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 | $27,649 | $177,572-84.4% | $154,803-82.1% | $142,382-80.6% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 16.38% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,208 | $4,810-74.9% | $4,305-71.9% | $4,299-71.9% |
| Participant deferral / active EE | $4,200 | $6,272-33.0% | $5,540-24.2% | $6,507-35.4% |
| Admin fee / account holder | $386 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |