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 | $38,680 | $80,717-52.1% | $154,803-75.0% | $84,808-54.4% |
| Participation rate | 89.7% | 66.8%+22.9pp | 78.1%+11.7pp | 68.3%+21.4pp |
| Annual return | 57.10% | 37.96%+19.1pp | 58.88%-1.8pp | 40.90%+16.2pp |
| Employer contribution / active EE | $2,346 | $2,761-15.1% | $4,305-45.5% | $2,631-10.8% |
| Participant deferral / active EE | $18,517 | $3,303+460.6% | $5,540+234.2% | $4,212+339.7% |
| Admin fee / account holder | $1,756 | $6,746-74.0% | $14,329-87.7% | $7,344-76.1% |