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 4-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 | $34,817 | $114,381-69.6% | $107,525-67.6% | $142,382-75.5% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 17.46% | 242.71%-225.2pp | 181.32%-163.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,697 | $4,015-57.7% | $3,754-54.8% | $4,299-60.5% |
| Participant deferral / active EE | $5,281 | $5,564-5.1% | $5,116+3.2% | $6,507-18.8% |
| Admin fee / account holder | $2,198 | $9,860-77.7% | $8,919-75.4% | $12,624-82.6% |