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 | $26,947 | $117,983-77.2% | $101,794-73.5% | $142,382-81.1% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 19.88% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,682 | $2,773-39.3% | $2,289-26.5% | $4,299-60.9% |
| Participant deferral / active EE | $6,042 | $4,714+28.2% | $4,084+47.9% | $6,507-7.2% |
| Admin fee / account holder | $2,263 | $10,433-78.3% | $8,777-74.2% | $12,624-82.1% |