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 | $24,474 | $74,927-67.3% | $101,794-76.0% | $84,808-71.1% |
| Participation rate | 90.7% | 61.4%+29.3pp | 69.2%+21.5pp | 68.3%+22.4pp |
| Annual return | 21.87% | 18.70%+3.2pp | 30.53%-8.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $2,343 | $1,522+53.9% | $2,289+2.3% | $2,631-11.0% |
| Participant deferral / active EE | $4,132 | $3,099+33.3% | $4,084+1.2% | $4,212-1.9% |
| Admin fee / account holder | $1,123 | $6,514-82.8% | $8,777-87.2% | $7,344-84.7% |