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 | $42,831 | $154,117-72.2% | $129,995-67.1% | $139,434-69.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 14.00% | 32.48%-18.5pp | -137.18%+151.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,346 | $5,289-74.6% | $4,320-68.8% | $4,751-71.7% |
| Participant deferral / active EE | $4,412 | $6,710-34.3% | $5,820-24.2% | $6,710-34.3% |
| Admin fee / account holder | $4,445 | $14,007-68.3% | $10,614-58.1% | $11,403-61.0% |