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 | $33,470 | $117,983-71.6% | $101,794-67.1% | $142,382-76.5% |
| Participation rate | 77.3% | 74.2%+3.0pp | 69.2%+8.1pp | 80.1%-2.8pp |
| Annual return | 20.03% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,735 | $2,773-37.4% | $2,289-24.2% | $4,299-59.6% |
| Participant deferral / active EE | $3,909 | $4,714-17.1% | $4,084-4.3% | $6,507-39.9% |
| Admin fee / account holder | $4,728 | $10,433-54.7% | $8,777-46.1% | $12,624-62.5% |