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 | $18,824 | $100,773-81.3% | $88,946-78.8% | $142,382-86.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 49.84% | 70.18%-20.3pp | 57.82%-8.0pp | 217.08%-167.2pp |
| Employer contribution / active EE | $312 | $2,918-89.3% | $2,555-87.8% | $4,299-92.8% |
| Participant deferral / active EE | $4,491 | $5,230-14.1% | $4,581-2.0% | $6,507-31.0% |
| Admin fee / account holder | $4,946 | $9,693-49.0% | $8,261-40.1% | $12,624-60.8% |