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 | $27,166 | $56,053-51.5% | $75,972-64.2% | $80,856-66.4% |
| Participation rate | 86.0% | 62.0%+24.0pp | 69.1%+17.0pp | 67.6%+18.4pp |
| Annual return | 22.21% | 20.53%+1.7pp | 359.55%-337.3pp | 35.59%-13.4pp |
| Employer contribution / active EE | $4,742 | $1,874+153.0% | $2,685+76.6% | $2,755+72.1% |
| Participant deferral / active EE | $3,515 | $3,052+15.2% | $4,255-17.4% | $4,296-18.2% |
| Admin fee / account holder | $354 | $5,234-93.2% | $6,467-94.5% | $6,918-94.9% |