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 | $43,871 | $104,974-58.2% | $95,585-54.1% | $142,382-69.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 10.74% | 210.33%-199.6pp | 38.56%-27.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,100 | $2,779+11.6% | $2,527+22.7% | $4,299-27.9% |
| Participant deferral / active EE | $10,678 | $4,352+145.4% | $4,023+165.5% | $6,507+64.1% |
| Admin fee / account holder | $26,638 | $6,386+317.1% | $6,127+334.7% | $12,624+111.0% |