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 | $25,524 | $80,673-68.4% | $101,326-74.8% | $84,808-69.9% |
| Participation rate | 73.9% | 77.8%-3.9pp | 81.5%-7.6pp | 68.3%+5.6pp |
| Annual return | 18.11% | 38.95%-20.8pp | 36.82%-18.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,541 | $2,698-42.9% | $3,665-57.9% | $2,631-41.4% |
| Participant deferral / active EE | $2,901 | $6,840-57.6% | $7,994-63.7% | $4,212-31.1% |
| Admin fee / account holder | $1,905 | $12,784-85.1% | $11,185-83.0% | $7,344-74.1% |