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 | $14,571 | $117,983-87.6% | $101,794-85.7% | $142,382-89.8% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.2%+21.3pp | 80.1%+10.4pp |
| Annual return | 20.45% | 36.92%-16.5pp | 30.53%-10.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,940 | $2,773-30.0% | $2,289-15.2% | $4,299-54.9% |
| Participant deferral / active EE | $4,473 | $4,714-5.1% | $4,084+9.5% | $6,507-31.3% |
| Admin fee / account holder | $1,694 | $10,433-83.8% | $8,777-80.7% | $12,624-86.6% |