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 | $14,516 | $100,773-85.6% | $88,946-83.7% | $142,382-89.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 30.36% | 70.18%-39.8pp | 57.82%-27.5pp | 217.08%-186.7pp |
| Employer contribution / active EE | $2,967 | $2,918+1.7% | $2,555+16.1% | $4,299-31.0% |
| Participant deferral / active EE | $3,508 | $5,230-32.9% | $4,581-23.4% | $6,507-46.1% |
| Admin fee / account holder | $1,781 | $9,693-81.6% | $8,261-78.4% | $12,624-85.9% |