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 | $22,057 | $133,922-83.5% | $116,228-81.0% | $142,382-84.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 26.65% | 147.76%-121.1pp | 90.06%-63.4pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,597 | $3,446-24.6% | $2,994-13.3% | $4,299-39.6% |
| Participant deferral / active EE | $5,340 | $5,672-5.9% | $4,953+7.8% | $6,507-17.9% |
| Admin fee / account holder | $3,840 | $14,945-74.3% | $11,989-68.0% | $12,624-69.6% |