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 5-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 | $33,755 | $72,607-53.5% | $90,749-62.8% | $66,914-49.6% |
| Participation rate | 94.3% | 73.7%+20.7pp | 75.7%+18.6pp | 69.8%+24.5pp |
| Annual return | 38.88% | -12.28%+51.2pp | -12.16%+51.0pp | 1.58%+37.3pp |
| Employer contribution / active EE | $4,722 | $2,369+99.3% | $2,921+61.7% | $2,544+85.6% |
| Participant deferral / active EE | $14,196 | $3,977+256.9% | $4,564+211.0% | $4,237+235.1% |
| Admin fee / account holder | $675 | $707-4.6% | $8,445-92.0% | $593+13.7% |