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 | $20,212 | $114,381-82.3% | $107,525-81.2% | $142,382-85.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 14.80% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,993 | $4,015-50.4% | $3,754-46.9% | $4,299-53.6% |
| Participant deferral / active EE | $4,558 | $5,564-18.1% | $5,116-10.9% | $6,507-30.0% |
| Admin fee / account holder | $706 | $9,860-92.8% | $8,919-92.1% | $12,624-94.4% |