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 | $14,047 | $104,974-86.6% | $95,585-85.3% | $142,382-90.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 25.52% | 210.33%-184.8pp | 38.56%-13.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,864 | $2,779-32.9% | $2,527-26.2% | $4,299-56.6% |
| Participant deferral / active EE | $3,750 | $4,352-13.8% | $4,023-6.8% | $6,507-42.4% |
| Admin fee / account holder | $2,471 | $6,386-61.3% | $6,127-59.7% | $12,624-80.4% |