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 5-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 | $21,700 | $53,516-59.5% | $126,539-82.9% | $84,808-74.4% |
| Participation rate | 78.0% | 58.2%+19.8pp | 69.8%+8.2pp | 68.3%+9.7pp |
| Annual return | 17.25% | 58.34%-41.1pp | 425.95%-408.7pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,355 | $1,535-11.7% | $3,674-63.1% | $2,631-48.5% |
| Participant deferral / active EE | $3,002 | $2,671+12.4% | $4,083-26.5% | $4,212-28.7% |
| Admin fee / account holder | $824 | $4,497-81.7% | $6,065-86.4% | $7,344-88.8% |