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 | $63,253 | $68,346-7.5% | $94,646-33.2% | $75,163-15.8% |
| Participation rate | 82.2% | 76.1%+6.1pp | 80.8%+1.4pp | 67.2%+15.0pp |
| Annual return | 15.72% | 616.93%-601.2pp | 156.71%-141.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,704 | $2,701+37.2% | $3,672+0.9% | $2,670+38.7% |
| Participant deferral / active EE | $7,216 | $6,537+10.4% | $7,418-2.7% | $4,125+74.9% |
| Admin fee / account holder | $7,022 | $5,326+31.8% | $7,231-2.9% | $5,651+24.3% |