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 | $23,216 | $179,726-87.1% | $156,263-85.1% | $142,382-83.7% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.9%+2.3pp | 80.1%+1.1pp |
| Annual return | 24.92% | 77.86%-52.9pp | 59.47%-34.5pp | 217.08%-192.2pp |
| Employer contribution / active EE | $3,476 | $5,069-31.4% | $4,333-19.8% | $4,299-19.1% |
| Participant deferral / active EE | $5,034 | $6,956-27.6% | $6,158-18.3% | $6,507-22.6% |
| Admin fee / account holder | $1,768 | $17,272-89.8% | $14,255-87.6% | $12,624-86.0% |