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 | $23,596 | $117,983-80.0% | $101,794-76.8% | $142,382-83.4% |
| Participation rate | 77.3% | 74.2%+3.0pp | 69.2%+8.1pp | 80.1%-2.8pp |
| Annual return | 18.39% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $784 | $2,773-71.7% | $2,289-65.8% | $4,299-81.8% |
| Participant deferral / active EE | $4,444 | $4,714-5.7% | $4,084+8.8% | $6,507-31.7% |
| Admin fee / account holder | $1,052 | $10,433-89.9% | $8,777-88.0% | $12,624-91.7% |