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 | $13,099 | $114,381-88.5% | $107,525-87.8% | $142,382-90.8% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 21.07% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,053 | $4,015-48.9% | $3,754-45.3% | $4,299-52.2% |
| Participant deferral / active EE | $3,685 | $5,564-33.8% | $5,116-28.0% | $6,507-43.4% |
| Admin fee / account holder | $2,007 | $9,860-79.7% | $8,919-77.5% | $12,624-84.1% |