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 6-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 | $19,678 | $167,307-88.2% | $143,757-86.3% | $134,475-85.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 20.64% | 0.46%+20.2pp | -0.04%+20.7pp | 417.96%-397.3pp |
| Employer contribution / active EE | $2,088 | $5,619-62.8% | $4,951-57.8% | $4,740-55.9% |
| Participant deferral / active EE | $6,925 | $6,446+7.4% | $5,637+22.9% | $6,400+8.2% |
| Admin fee / account holder | $1,196 | $18,088-93.4% | $14,673-91.8% | $11,426-89.5% |