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 8-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 | $25,603 | $100,773-74.6% | $88,946-71.2% | $142,382-82.0% |
| Participation rate | 88.2% | 74.3%+13.9pp | 68.8%+19.4pp | 80.1%+8.1pp |
| Annual return | 16.28% | 70.18%-53.9pp | 57.82%-41.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,443 | $2,918-16.3% | $2,555-4.4% | $4,299-43.2% |
| Participant deferral / active EE | $4,022 | $5,230-23.1% | $4,581-12.2% | $6,507-38.2% |
| Admin fee / account holder | $1,615 | $9,693-83.3% | $8,261-80.4% | $12,624-87.2% |