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 | $17,835 | $114,381-84.4% | $107,525-83.4% | $142,382-87.5% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 21.80% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,611 | $4,015-35.0% | $3,754-30.5% | $4,299-39.3% |
| Participant deferral / active EE | $5,397 | $5,564-3.0% | $5,116+5.5% | $6,507-17.1% |
| Admin fee / account holder | $375 | $9,860-96.2% | $8,919-95.8% | $12,624-97.0% |