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 | $29,800 | $77,503-61.5% | $100,391-70.3% | $80,856-63.1% |
| Participation rate | 77.4% | 76.9%+0.5pp | 81.5%-4.1pp | 67.6%+9.8pp |
| Annual return | 55.93% | 37.20%+18.7pp | 49.20%+6.7pp | 35.59%+20.3pp |
| Employer contribution / active EE | $3,509 | $2,801+25.3% | $3,942-11.0% | $2,755+27.4% |
| Participant deferral / active EE | $12,176 | $6,820+78.5% | $8,082+50.7% | $4,296+183.4% |
| Admin fee / account holder | $5,798 | $5,897-1.7% | $7,899-26.6% | $6,918-16.2% |