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 | $17,730 | $163,101-89.1% | $136,749-87.0% | $142,382-87.5% |
| Participation rate | 91.7% | 78.2%+13.4pp | 72.1%+19.5pp | 80.1%+11.5pp |
| Annual return | 17.33% | 27.54%-10.2pp | 24.33%-7.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,608 | $4,117+11.9% | $3,400+35.6% | $4,299+7.2% |
| Participant deferral / active EE | $4,584 | $5,585-17.9% | $4,692-2.3% | $6,507-29.5% |
| Admin fee / account holder | $479 | $14,318-96.7% | $11,386-95.8% | $12,624-96.2% |