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 | $43,758 | $159,602-72.6% | $150,045-70.8% | $142,382-69.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 20.65% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,823 | $4,961-43.1% | $4,693-39.9% | $4,299-34.3% |
| Participant deferral / active EE | $9,949 | $8,310+19.7% | $7,997+24.4% | $6,507+52.9% |
| Admin fee / account holder | $970 | $14,846-93.5% | $13,435-92.8% | $12,624-92.3% |