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 4-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 | $24,726 | $71,050-65.2% | $93,606-73.6% | $80,856-69.4% |
| Participation rate | 88.9% | 60.4%+28.5pp | 68.7%+20.2pp | 67.6%+21.3pp |
| Annual return | 14.67% | 11.26%+3.4pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,692 | $1,564+264.0% | $2,420+135.2% | $2,755+106.6% |
| Participant deferral / active EE | $3,657 | $4,034-9.3% | $4,411-17.1% | $4,296-14.9% |
| Admin fee / account holder | $1,485 | $6,945-78.6% | $8,285-82.1% | $6,918-78.5% |