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 | $28,148 | $117,983-76.1% | $101,794-72.3% | $142,382-80.2% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 64.54% | 36.92%+27.6pp | 30.53%+34.0pp | 217.08%-152.5pp |
| Employer contribution / active EE | $3,456 | $2,773+24.7% | $2,289+51.0% | $4,299-19.6% |
| Participant deferral / active EE | $6,476 | $4,714+37.4% | $4,084+58.6% | $6,507-0.5% |
| Admin fee / account holder | $7,460 | $10,433-28.5% | $8,777-15.0% | $12,624-40.9% |