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 | $23,871 | $100,773-76.3% | $88,946-73.2% | $142,382-83.2% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 20.70% | 70.18%-49.5pp | 57.82%-37.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,683 | $2,918-8.1% | $2,555+5.0% | $4,299-37.6% |
| Participant deferral / active EE | $6,833 | $5,230+30.7% | $4,581+49.2% | $6,507+5.0% |
| Admin fee / account holder | $390 | $9,693-96.0% | $8,261-95.3% | $12,624-96.9% |