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 | $21,109 | $127,065-83.4% | $113,168-81.3% | $142,382-85.2% |
| Participation rate | 82.6% | 79.2%+3.4pp | 76.6%+6.0pp | 80.1%+2.5pp |
| Annual return | 21.32% | 24.03%-2.7pp | 24.27%-2.9pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,817 | $3,442-47.2% | $2,975-38.9% | $4,299-57.7% |
| Participant deferral / active EE | $4,213 | $5,716-26.3% | $5,107-17.5% | $6,507-35.3% |
| Admin fee / account holder | $413 | $15,736-97.4% | $12,068-96.6% | $12,624-96.7% |